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 | $326,928 | $217,402+50.4% | $185,823+75.9% | $167,490+95.2% |
| Participation rate | 91.7% | 86.0%+5.6pp | 81.7%+10.0pp | 82.1%+9.6pp |
| Annual return | 15.06% | 148.36%-133.3pp | 122.05%-107.0pp | 478.56%-463.5pp |
| Employer contribution / active EE | $7,169 | $5,873+22.1% | $5,167+38.7% | $4,837+48.2% |
| Participant deferral / active EE | $9,120 | $6,356+43.5% | $5,568+63.8% | $6,341+43.8% |
| Admin fee / account holder | $719 | $19,811-96.4% | $16,237-95.6% | $12,309-94.2% |