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 | $250,105 | $158,398+57.9% | $126,539+97.7% | $142,382+75.7% |
| Participation rate | 94.4% | 75.8%+18.6pp | 69.8%+24.6pp | 80.1%+14.3pp |
| Annual return | 15.14% | 593.76%-578.6pp | 425.95%-410.8pp | 217.08%-201.9pp |
| Employer contribution / active EE | $5,948 | $4,650+27.9% | $3,674+61.9% | $4,299+38.3% |
| Participant deferral / active EE | $8,698 | $4,767+82.5% | $4,083+113.0% | $6,507+33.7% |
| Admin fee / account holder | $7,113 | $6,918+2.8% | $6,065+17.3% | $12,624-43.7% |