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 | $457,758 | $176,056+160.0% | $159,436+187.1% | $167,490+173.3% |
| Participation rate | 91.7% | 84.9%+6.7pp | 82.8%+8.8pp | 82.1%+9.6pp |
| Annual return | 11.24% | 331.75%-320.5pp | 263.57%-252.3pp | 478.56%-467.3pp |
| Employer contribution / active EE | $10,377 | $5,297+95.9% | $4,829+114.9% | $4,837+114.5% |
| Participant deferral / active EE | $9,271 | $7,750+19.6% | $7,352+26.1% | $6,341+46.2% |
| Admin fee / account holder | $11,112 | $12,554-11.5% | $10,799+2.9% | $12,309-9.7% |