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 | $265,825 | $176,056+51.0% | $159,436+66.7% | $167,490+58.7% |
| Participation rate | 82.4% | 84.9%-2.6pp | 82.8%-0.5pp | 82.1%+0.2pp |
| Annual return | 15.41% | 331.75%-316.3pp | 263.57%-248.2pp | 478.56%-463.1pp |
| Employer contribution / active EE | $5,985 | $5,297+13.0% | $4,829+23.9% | $4,837+23.7% |
| Participant deferral / active EE | $8,095 | $7,750+4.4% | $7,352+10.1% | $6,341+27.7% |
| Admin fee / account holder | $2,600 | $12,554-79.3% | $10,799-75.9% | $12,309-78.9% |