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 | $290,116 | $148,534+95.3% | $135,903+113.5% | $139,434+108.1% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 70.26% | 79.19%-8.9pp | 68.23%+2.0pp | 372.94%-302.7pp |
| Employer contribution / active EE | $5,991 | $5,243+14.3% | $4,856+23.4% | $4,751+26.1% |
| Participant deferral / active EE | $11,169 | $8,100+37.9% | $7,758+44.0% | $6,710+66.5% |
| Admin fee / account holder | $142,655 | $12,400+1050.5% | $10,762+1225.5% | $11,403+1151.1% |