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 | $253,167 | $217,402+16.5% | $185,823+36.2% | $167,490+51.2% |
| Participation rate | 85.7% | 86.0%-0.3pp | 81.7%+4.0pp | 82.1%+3.6pp |
| Annual return | 10.66% | 148.36%-137.7pp | 122.05%-111.4pp | 478.56%-467.9pp |
| Employer contribution / active EE | $5,820 | $5,873-0.9% | $5,167+12.6% | $4,837+20.3% |
| Participant deferral / active EE | $8,455 | $6,356+33.0% | $5,568+51.9% | $6,341+33.3% |
| Admin fee / account holder | $6,131 | $19,811-69.1% | $16,237-62.2% | $12,309-50.2% |