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 | $392,273 | $197,591+98.5% | $177,821+120.6% | $158,922+146.8% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.7%-2.0pp | 82.0%+3.8pp |
| Annual return | 87.76% | 58.76%+29.0pp | 48.32%+39.4pp | 302.83%-215.1pp |
| Employer contribution / active EE | $5,740 | $6,697-14.3% | $5,918-3.0% | $4,761+20.6% |
| Participant deferral / active EE | $10,486 | $8,405+24.8% | $7,714+35.9% | $5,982+75.3% |
| Admin fee / account holder | $32,198 | $15,399+109.1% | $12,427+159.1% | $11,246+186.3% |