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 | $321,777 | $202,318+59.0% | $172,739+86.3% | $152,861+110.5% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.4%-2.4pp |
| Annual return | 26.84% | 1029.65%-1002.8pp | 802.84%-776.0pp | 345.32%-318.5pp |
| Employer contribution / active EE | $1,704 | $5,856-70.9% | $5,143-66.9% | $4,762-64.2% |
| Participant deferral / active EE | $14,839 | $5,948+149.5% | $5,198+185.5% | $5,850+153.7% |
| Admin fee / account holder | $5,044 | $17,109-70.5% | $13,954-63.8% | $11,596-56.5% |