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 | $259,511 | $202,318+28.3% | $172,739+50.2% | $152,861+69.8% |
| Participation rate | 94.7% | 87.1%+7.7pp | 82.6%+12.1pp | 82.4%+12.3pp |
| Annual return | 20.94% | 1029.65%-1008.7pp | 802.84%-781.9pp | 345.32%-324.4pp |
| Employer contribution / active EE | $3,109 | $5,856-46.9% | $5,143-39.5% | $4,762-34.7% |
| Participant deferral / active EE | $8,451 | $5,948+42.1% | $5,198+62.6% | $5,850+44.5% |
| Admin fee / account holder | $2,765 | $17,109-83.8% | $13,954-80.2% | $11,596-76.2% |