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 | $265,040 | $209,411+26.6% | $178,490+48.5% | $158,922+66.8% |
| Participation rate | 92.3% | 86.3%+6.0pp | 81.9%+10.4pp | 82.0%+10.3pp |
| Annual return | 27.45% | 188.75%-161.3pp | 151.07%-123.6pp | 302.83%-275.4pp |
| Employer contribution / active EE | $5,331 | $5,706-6.6% | $5,011+6.4% | $4,761+12.0% |
| Participant deferral / active EE | $7,564 | $5,954+27.0% | $5,202+45.4% | $5,982+26.4% |
| Admin fee / account holder | $4,635 | $17,074-72.9% | $13,984-66.9% | $11,246-58.8% |