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 | $441,849 | $198,466+122.6% | $170,442+159.2% | $147,584+199.4% |
| Participation rate | 77.8% | 88.0%-10.2pp | 83.6%-5.8pp | 82.8%-5.1pp |
| Annual return | 19.20% | 257.29%-238.1pp | 205.93%-186.7pp | 578.55%-559.3pp |
| Employer contribution / active EE | $1,835 | $6,184-70.3% | $5,433-66.2% | $4,876-62.4% |
| Participant deferral / active EE | $8,867 | $5,629+57.5% | $4,939+79.5% | $5,439+63.0% |
| Admin fee / account holder | $3,630 | $16,852-78.5% | $13,880-73.9% | $10,885-66.7% |