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 | $293,711 | $198,466+48.0% | $170,442+72.3% | $147,584+99.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 11.02% | 257.29%-246.3pp | 205.93%-194.9pp | 578.55%-567.5pp |
| Employer contribution / active EE | $8,496 | $6,184+37.4% | $5,433+56.4% | $4,876+74.2% |
| Participant deferral / active EE | $8,969 | $5,629+59.3% | $4,939+81.6% | $5,439+64.9% |
| Admin fee / account holder | $24,760 | $16,852+46.9% | $13,880+78.4% | $10,885+127.5% |