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 | $261,053 | $202,432+29.0% | $169,368+54.1% | $139,434+87.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 29.96% | 531.74%-501.8pp | 405.60%-375.6pp | 372.94%-343.0pp |
| Employer contribution / active EE | $14,729 | $4,692+213.9% | $4,013+267.1% | $4,751+210.0% |
| Participant deferral / active EE | $18,307 | $6,938+163.9% | $6,221+194.3% | $6,710+172.8% |
| Admin fee / account holder | $1,762 | $10,708-83.5% | $9,003-80.4% | $11,403-84.5% |