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 | $263,916 | $202,432+30.4% | $169,368+55.8% | $139,434+89.3% |
| Participation rate | 88.9% | 81.1%+7.8pp | 77.1%+11.7pp | 80.3%+8.6pp |
| Annual return | 12.16% | 531.74%-519.6pp | 405.60%-393.4pp | 372.94%-360.8pp |
| Employer contribution / active EE | $3,969 | $4,692-15.4% | $4,013-1.1% | $4,751-16.5% |
| Participant deferral / active EE | $14,492 | $6,938+108.9% | $6,221+132.9% | $6,710+116.0% |
| Admin fee / account holder | $33,294 | $10,708+210.9% | $9,003+269.8% | $11,403+192.0% |