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 9-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 | $280,258 | $198,466+41.2% | $170,442+64.4% | $147,584+89.9% |
| Participation rate | 87.5% | 88.0%-0.5pp | 83.6%+3.9pp | 82.8%+4.7pp |
| Annual return | 9.12% | 257.29%-248.2pp | 205.93%-196.8pp | 578.55%-569.4pp |
| Employer contribution / active EE | $3,068 | $6,184-50.4% | $5,433-43.5% | $4,876-37.1% |
| Participant deferral / active EE | $8,320 | $5,629+47.8% | $4,939+68.4% | $5,439+53.0% |
| Admin fee / account holder | $1,445 | $16,852-91.4% | $13,880-89.6% | $10,885-86.7% |