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 | $255,076 | $70,756+260.5% | $65,493+289.5% | $142,382+79.1% |
| Participation rate | 87.5% | 77.4%+10.1pp | 73.1%+14.4pp | 80.1%+7.4pp |
| Annual return | 14.56% | 1754.89%-1740.3pp | 982.45%-967.9pp | 217.08%-202.5pp |
| Employer contribution / active EE | $3,128 | $2,881+8.6% | $2,574+21.5% | $4,299-27.2% |
| Participant deferral / active EE | $8,730 | $4,637+88.2% | $3,961+120.4% | $6,507+34.2% |
| Admin fee / account holder | $7,127 | $6,559+8.7% | $5,028+41.7% | $12,624-43.5% |