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 | $298,212 | $185,822+60.5% | $169,993+75.4% | $139,434+113.9% |
| Participation rate | 90.9% | 87.8%+3.2pp | 87.0%+3.9pp | 80.3%+10.6pp |
| Annual return | 14.10% | 60.50%-46.4pp | 53.37%-39.3pp | 372.94%-358.8pp |
| Employer contribution / active EE | $4,955 | $7,590-34.7% | $6,785-27.0% | $4,751+4.3% |
| Participant deferral / active EE | $13,624 | $11,622+17.2% | $10,408+30.9% | $6,710+103.0% |
| Admin fee / account holder | $4,435 | $15,381-71.2% | $12,815-65.4% | $11,403-61.1% |