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 | $321,698 | $175,202+83.6% | $149,673+114.9% | $139,434+130.7% |
| Participation rate | 73.3% | 83.4%-10.0pp | 78.8%-5.4pp | 80.3%-7.0pp |
| Annual return | 24.61% | 166.71%-142.1pp | 134.42%-109.8pp | 372.94%-348.3pp |
| Employer contribution / active EE | $7,123 | $5,474+30.1% | $4,818+47.9% | $4,751+49.9% |
| Participant deferral / active EE | $5,228 | $6,519-19.8% | $5,680-8.0% | $6,710-22.1% |
| Admin fee / account holder | $4,781 | $16,150-70.4% | $13,210-63.8% | $11,403-58.1% |