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 | $289,506 | $202,432+43.0% | $169,368+70.9% | $139,434+107.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 16.37% | 531.74%-515.4pp | 405.60%-389.2pp | 372.94%-356.6pp |
| Employer contribution / active EE | $6,528 | $4,692+39.1% | $4,013+62.7% | $4,751+37.4% |
| Participant deferral / active EE | $9,973 | $6,938+43.7% | $6,221+60.3% | $6,710+48.6% |
| Admin fee / account holder | $1,386 | $10,708-87.1% | $9,003-84.6% | $11,403-87.8% |