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 | $296,590 | $209,411+41.6% | $178,490+66.2% | $158,922+86.6% |
| Participation rate | 88.9% | 86.3%+2.5pp | 81.9%+7.0pp | 82.0%+6.9pp |
| Annual return | 14.21% | 188.75%-174.5pp | 151.07%-136.9pp | 302.83%-288.6pp |
| Employer contribution / active EE | $4,439 | $5,706-22.2% | $5,011-11.4% | $4,761-6.8% |
| Participant deferral / active EE | $6,782 | $5,954+13.9% | $5,202+30.4% | $5,982+13.4% |
| Admin fee / account holder | $826 | $17,074-95.2% | $13,984-94.1% | $11,246-92.7% |