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 | $331,821 | $209,411+58.5% | $178,490+85.9% | $158,922+108.8% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 24.70% | 188.75%-164.1pp | 151.07%-126.4pp | 302.83%-278.1pp |
| Employer contribution / active EE | $2,660 | $5,706-53.4% | $5,011-46.9% | $4,761-44.1% |
| Participant deferral / active EE | $13,952 | $5,954+134.3% | $5,202+168.2% | $5,982+133.2% |
| Admin fee / account holder | $924 | $17,074-94.6% | $13,984-93.4% | $11,246-91.8% |