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 | $529,812 | $185,822+185.1% | $169,993+211.7% | $139,434+280.0% |
| Participation rate | 85.7% | 87.8%-2.0pp | 87.0%-1.3pp | 80.3%+5.4pp |
| Annual return | 19.26% | 60.50%-41.2pp | 53.37%-34.1pp | 372.94%-353.7pp |
| Employer contribution / active EE | $3,571 | $7,590-52.9% | $6,785-47.4% | $4,751-24.8% |
| Participant deferral / active EE | $7,595 | $11,622-34.7% | $10,408-27.0% | $6,710+13.2% |
| Admin fee / account holder | $8,793 | $15,381-42.8% | $12,815-31.4% | $11,403-22.9% |