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 | $451,972 | $198,466+127.7% | $170,442+165.2% | $147,584+206.2% |
| Participation rate | 85.7% | 88.0%-2.3pp | 83.6%+2.1pp | 82.8%+2.9pp |
| Annual return | 10.79% | 257.29%-246.5pp | 205.93%-195.1pp | 578.55%-567.8pp |
| Employer contribution / active EE | $10,895 | $6,184+76.2% | $5,433+100.6% | $4,876+123.4% |
| Participant deferral / active EE | $8,639 | $5,629+53.5% | $4,939+74.9% | $5,439+58.8% |
| Admin fee / account holder | $5,475 | $16,852-67.5% | $13,880-60.6% | $10,885-49.7% |