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 | $281,724 | $185,200+52.1% | $142,863+97.2% | $167,490+68.2% |
| Participation rate | 95.7% | 78.4%+17.2pp | 71.9%+23.7pp | 82.1%+13.5pp |
| Annual return | 11.55% | 8555.70%-8544.1pp | 5637.54%-5626.0pp | 478.56%-467.0pp |
| Employer contribution / active EE | $1,011 | $5,604-82.0% | $4,144-75.6% | $4,837-79.1% |
| Participant deferral / active EE | $8,855 | $4,494+97.0% | $3,837+130.8% | $6,341+39.6% |
| Admin fee / account holder | $4,953 | $8,031-38.3% | $6,560-24.5% | $12,309-59.8% |