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 | $292,853 | $202,432+44.7% | $169,368+72.9% | $139,434+110.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.38% | 531.74%-520.4pp | 405.60%-394.2pp | 372.94%-361.6pp |
| Employer contribution / active EE | $4,363 | $4,692-7.0% | $4,013+8.7% | $4,751-8.2% |
| Participant deferral / active EE | $11,911 | $6,938+71.7% | $6,221+91.5% | $6,710+77.5% |
| Admin fee / account holder | $9,062 | $10,708-15.4% | $9,003+0.6% | $11,403-20.5% |