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 | $309,685 | $209,411+47.9% | $178,490+73.5% | $158,922+94.9% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 33.72% | 188.75%-155.0pp | 151.07%-117.3pp | 302.83%-269.1pp |
| Employer contribution / active EE | $2,490 | $5,706-56.4% | $5,011-50.3% | $4,761-47.7% |
| Participant deferral / active EE | $15,082 | $5,954+153.3% | $5,202+189.9% | $5,982+152.1% |
| Admin fee / account holder | $930 | $17,074-94.6% | $13,984-93.3% | $11,246-91.7% |