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 8-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 | $309,325 | $210,648+46.8% | $177,989+73.8% | $145,922+112.0% |
| Participation rate | 83.3% | 80.8%+2.6pp | 77.1%+6.2pp | 80.3%+3.1pp |
| Annual return | 11.78% | 385.86%-374.1pp | 294.48%-282.7pp | 561.29%-549.5pp |
| Employer contribution / active EE | $5,867 | $4,565+28.5% | $3,949+48.6% | $4,660+25.9% |
| Participant deferral / active EE | $16,083 | $6,958+131.2% | $6,276+156.3% | $6,688+140.5% |
| Admin fee / account holder | $11,507 | $12,013-4.2% | $10,363+11.0% | $13,397-14.1% |