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 | $321,376 | $175,202+83.4% | $149,673+114.7% | $139,434+130.5% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 14.67% | 166.71%-152.0pp | 134.42%-119.7pp | 372.94%-358.3pp |
| Employer contribution / active EE | $6,053 | $5,474+10.6% | $4,818+25.6% | $4,751+27.4% |
| Participant deferral / active EE | $7,333 | $6,519+12.5% | $5,680+29.1% | $6,710+9.3% |
| Admin fee / account holder | $1,528 | $16,150-90.5% | $13,210-88.4% | $11,403-86.6% |