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 | $304,104 | $226,064+34.5% | $182,532+66.6% | $152,861+98.9% |
| Participation rate | 81.3% | 82.5%-1.2pp | 78.0%+3.3pp | 82.4%-1.2pp |
| Annual return | 26.24% | 192.51%-166.3pp | 148.54%-122.3pp | 345.32%-319.1pp |
| Employer contribution / active EE | $4,346 | $4,978-12.7% | $4,076+6.6% | $4,762-8.7% |
| Participant deferral / active EE | $12,304 | $6,368+93.2% | $5,524+122.7% | $5,850+110.3% |
| Admin fee / account holder | $6,408 | $10,703-40.1% | $8,592-25.4% | $11,596-44.7% |