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 | $264,327 | $160,055+65.1% | $140,016+88.8% | $135,375+95.3% |
| Participation rate | 77.8% | 88.5%-10.7pp | 87.5%-9.7pp | 82.6%-4.9pp |
| Annual return | 10.17% | 911.38%-901.2pp | 651.12%-641.0pp | 519.73%-509.6pp |
| Employer contribution / active EE | $9,336 | $6,420+45.4% | $5,606+66.5% | $4,779+95.4% |
| Participant deferral / active EE | $9,661 | $7,642+26.4% | $6,927+39.5% | $5,609+72.3% |
| Admin fee / account holder | $1,243 | $13,328-90.7% | $10,705-88.4% | $10,827-88.5% |