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 | $283,016 | $209,411+35.1% | $178,490+58.6% | $158,922+78.1% |
| Participation rate | 83.3% | 86.3%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 23.70% | 188.75%-165.1pp | 151.07%-127.4pp | 302.83%-279.1pp |
| Employer contribution / active EE | $8,408 | $5,706+47.3% | $5,011+67.8% | $4,761+76.6% |
| Participant deferral / active EE | $5,358 | $5,954-10.0% | $5,202+3.0% | $5,982-10.4% |
| Admin fee / account holder | $28,144 | $17,074+64.8% | $13,984+101.3% | $11,246+150.3% |