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 | $377,405 | $74,888+404.0% | $71,209+430.0% | $142,382+165.1% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.1%+7.4pp |
| Annual return | 17.80% | 345.14%-327.3pp | 282.51%-264.7pp | 217.08%-199.3pp |
| Employer contribution / active EE | $21,226 | $2,854+643.7% | $2,721+680.1% | $4,299+393.7% |
| Participant deferral / active EE | $4,911 | $4,454+10.3% | $4,175+17.6% | $6,507-24.5% |
| Admin fee / account holder | $6,721 | $5,568+20.7% | $5,349+25.7% | $12,624-46.8% |