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 | $346,967 | $202,318+71.5% | $172,739+100.9% | $152,861+127.0% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.4%+0.9pp |
| Annual return | 17.40% | 1029.65%-1012.3pp | 802.84%-785.4pp | 345.32%-327.9pp |
| Employer contribution / active EE | $7,668 | $5,856+30.9% | $5,143+49.1% | $4,762+61.0% |
| Participant deferral / active EE | $6,346 | $5,948+6.7% | $5,198+22.1% | $5,850+8.5% |
| Admin fee / account holder | $1,560 | $17,109-90.9% | $13,954-88.8% | $11,596-86.6% |