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 | $262,458 | $202,432+29.7% | $169,368+55.0% | $139,434+88.2% |
| Participation rate | 90.9% | 81.1%+9.8pp | 77.1%+13.8pp | 80.3%+10.6pp |
| Annual return | 18.03% | 531.74%-513.7pp | 405.60%-387.6pp | 372.94%-354.9pp |
| Employer contribution / active EE | $3,581 | $4,692-23.7% | $4,013-10.8% | $4,751-24.6% |
| Participant deferral / active EE | $7,901 | $6,938+13.9% | $6,221+27.0% | $6,710+17.7% |
| Admin fee / account holder | $558 | $10,708-94.8% | $9,003-93.8% | $11,403-95.1% |