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 | $359,743 | $217,402+65.5% | $185,823+93.6% | $167,490+114.8% |
| Participation rate | 85.7% | 86.0%-0.3pp | 81.7%+4.0pp | 82.1%+3.6pp |
| Annual return | 20.89% | 148.36%-127.5pp | 122.05%-101.2pp | 478.56%-457.7pp |
| Employer contribution / active EE | $2,563 | $5,873-56.4% | $5,167-50.4% | $4,837-47.0% |
| Participant deferral / active EE | $8,550 | $6,356+34.5% | $5,568+53.6% | $6,341+34.8% |
| Admin fee / account holder | $1,574 | $19,811-92.1% | $16,237-90.3% | $12,309-87.2% |