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 | $260,209 | $180,449+44.2% | $154,107+68.8% | $135,375+92.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 18.52% | 888.09%-869.6pp | 735.12%-716.6pp | 519.73%-501.2pp |
| Employer contribution / active EE | $2,974 | $6,035-50.7% | $5,298-43.9% | $4,779-37.8% |
| Participant deferral / active EE | $5,286 | $5,806-8.9% | $5,081+4.1% | $5,609-5.7% |
| Admin fee / account holder | $20,765 | $16,143+28.6% | $13,411+54.8% | $10,827+91.8% |