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 | $284,939 | $165,335+72.3% | $149,696+90.3% | $158,922+79.3% |
| Participation rate | 93.8% | 84.6%+9.2pp | 82.5%+11.3pp | 82.0%+11.8pp |
| Annual return | 12.77% | 348.15%-335.4pp | 276.60%-263.8pp | 302.83%-290.1pp |
| Employer contribution / active EE | $5,394 | $5,103+5.7% | $4,644+16.2% | $4,761+13.3% |
| Participant deferral / active EE | $11,307 | $7,181+57.4% | $6,842+65.3% | $5,982+89.0% |
| Admin fee / account holder | $1,435 | $10,807-86.7% | $9,309-84.6% | $11,246-87.2% |