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 | $261,452 | $175,202+49.2% | $149,673+74.7% | $139,434+87.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.07% | 166.71%-153.6pp | 134.42%-121.3pp | 372.94%-359.9pp |
| Employer contribution / active EE | $6,243 | $5,474+14.0% | $4,818+29.6% | $4,751+31.4% |
| Participant deferral / active EE | $6,510 | $6,519-0.1% | $5,680+14.6% | $6,710-3.0% |
| Admin fee / account holder | $5,406 | $16,150-66.5% | $13,210-59.1% | $11,403-52.6% |