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 | $458,131 | $179,726+154.9% | $156,263+193.2% | $142,382+221.8% |
| Participation rate | 90.9% | 82.1%+8.8pp | 78.9%+12.0pp | 80.1%+10.8pp |
| Annual return | 11.95% | 77.86%-65.9pp | 59.47%-47.5pp | 217.08%-205.1pp |
| Employer contribution / active EE | $12,259 | $5,069+141.8% | $4,333+182.9% | $4,299+185.1% |
| Participant deferral / active EE | $15,131 | $6,956+117.5% | $6,158+145.7% | $6,507+132.5% |
| Admin fee / account holder | $12,853 | $17,272-25.6% | $14,255-9.8% | $12,624+1.8% |