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 | $253,836 | $202,432+25.4% | $169,368+49.9% | $139,434+82.0% |
| Participation rate | 83.3% | 81.1%+2.3pp | 77.1%+6.2pp | 80.3%+3.0pp |
| Annual return | 17.64% | 531.74%-514.1pp | 405.60%-388.0pp | 372.94%-355.3pp |
| Employer contribution / active EE | $3,732 | $4,692-20.5% | $4,013-7.0% | $4,751-21.4% |
| Participant deferral / active EE | $15,268 | $6,938+120.1% | $6,221+145.4% | $6,710+127.5% |
| Admin fee / account holder | $9,772 | $10,708-8.7% | $9,003+8.5% | $11,403-14.3% |