See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $273,031 | $202,432+34.9% | $169,368+61.2% | $139,434+95.8% |
| Participation rate | 84.2% | 81.1%+3.1pp | 77.1%+7.1pp | 80.3%+3.9pp |
| Annual return | 16.44% | 531.74%-515.3pp | 405.60%-389.2pp | 372.94%-356.5pp |
| Employer contribution / active EE | $6,866 | $4,692+46.3% | $4,013+71.1% | $4,751+44.5% |
| Participant deferral / active EE | $13,407 | $6,938+93.2% | $6,221+115.5% | $6,710+99.8% |
| Admin fee / account holder | $1,157 | $10,708-89.2% | $9,003-87.2% | $11,403-89.9% |