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 | $392,039 | $217,402+80.3% | $185,823+111.0% | $167,490+134.1% |
| Participation rate | 88.9% | 86.0%+2.8pp | 81.7%+7.2pp | 82.1%+6.8pp |
| Annual return | 21.51% | 148.36%-126.8pp | 122.05%-100.5pp | 478.56%-457.0pp |
| Employer contribution / active EE | $10,249 | $5,873+74.5% | $5,167+98.3% | $4,837+111.9% |
| Participant deferral / active EE | $6,030 | $6,356-5.1% | $5,568+8.3% | $6,341-4.9% |
| Admin fee / account holder | $2,956 | $19,811-85.1% | $16,237-81.8% | $12,309-76.0% |