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 | $276,116 | $175,202+57.6% | $149,673+84.5% | $139,434+98.0% |
| Participation rate | 93.3% | 83.4%+10.0pp | 78.8%+14.6pp | 80.3%+13.0pp |
| Annual return | 18.00% | 166.71%-148.7pp | 134.42%-116.4pp | 372.94%-354.9pp |
| Employer contribution / active EE | $11,697 | $5,474+113.7% | $4,818+142.8% | $4,751+146.2% |
| Participant deferral / active EE | $10,494 | $6,519+61.0% | $5,680+84.8% | $6,710+56.4% |
| Admin fee / account holder | $6,795 | $16,150-57.9% | $13,210-48.6% | $11,403-40.4% |