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 | $432,842 | $177,572+143.8% | $154,803+179.6% | $142,382+204.0% |
| Participation rate | 90.9% | 82.1%+8.9pp | 78.1%+12.8pp | 80.1%+10.8pp |
| Annual return | 20.60% | 65.07%-44.5pp | 58.88%-38.3pp | 217.08%-196.5pp |
| Employer contribution / active EE | $1,821 | $4,810-62.1% | $4,305-57.7% | $4,299-57.6% |
| Participant deferral / active EE | $8,123 | $6,272+29.5% | $5,540+46.6% | $6,507+24.8% |
| Admin fee / account holder | $20,038 | $16,786+19.4% | $14,329+39.8% | $12,624+58.7% |