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 | $356,674 | $88,751+301.9% | $81,812+336.0% | $145,922+144.4% |
| Participation rate | 71.4% | 75.0%-3.6pp | 72.3%-0.9pp | 80.3%-8.8pp |
| Annual return | 13.16% | 1025.40%-1012.2pp | 773.79%-760.6pp | 561.29%-548.1pp |
| Employer contribution / active EE | $4,224 | $3,083+37.0% | $2,912+45.1% | $4,660-9.3% |
| Participant deferral / active EE | $10,297 | $4,643+121.8% | $4,319+138.4% | $6,688+54.0% |
| Admin fee / account holder | $5,372 | $8,415-36.2% | $7,386-27.3% | $13,397-59.9% |