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 | $318,454 | $210,648+51.2% | $177,989+78.9% | $145,922+118.2% |
| Participation rate | 80.0% | 80.8%-0.8pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 17.46% | 385.86%-368.4pp | 294.48%-277.0pp | 561.29%-543.8pp |
| Employer contribution / active EE | $3,906 | $4,565-14.4% | $3,949-1.1% | $4,660-16.2% |
| Participant deferral / active EE | $16,819 | $6,958+141.7% | $6,276+168.0% | $6,688+151.5% |
| Admin fee / account holder | $307 | $12,013-97.4% | $10,363-97.0% | $13,397-97.7% |