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 | $270,230 | $198,466+36.2% | $170,442+58.5% | $147,584+83.1% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 17.09% | 257.29%-240.2pp | 205.93%-188.8pp | 578.55%-561.5pp |
| Employer contribution / active EE | $12,178 | $6,184+96.9% | $5,433+124.2% | $4,876+149.7% |
| Participant deferral / active EE | $9,905 | $5,629+76.0% | $4,939+100.5% | $5,439+82.1% |
| Admin fee / account holder | $5,644 | $16,852-66.5% | $13,880-59.3% | $10,885-48.2% |