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 | $266,488 | $209,832+27.0% | $189,513+40.6% | $167,490+59.1% |
| Participation rate | 88.9% | 88.7%+0.2pp | 87.8%+1.1pp | 82.1%+6.8pp |
| Annual return | 15.88% | 748.27%-732.4pp | 555.15%-539.3pp | 478.56%-462.7pp |
| Employer contribution / active EE | $4,255 | $6,914-38.5% | $6,162-30.9% | $4,837-12.0% |
| Participant deferral / active EE | $8,737 | $8,935-2.2% | $8,221+6.3% | $6,341+37.8% |
| Admin fee / account holder | $9,478 | $14,293-33.7% | $12,045-21.3% | $12,309-23.0% |