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 | $306,979 | $202,432+51.6% | $169,368+81.2% | $139,434+120.2% |
| Participation rate | 92.3% | 81.1%+11.2pp | 77.1%+15.2pp | 80.3%+12.0pp |
| Annual return | 14.18% | 531.74%-517.6pp | 405.60%-391.4pp | 372.94%-358.8pp |
| Employer contribution / active EE | $7,692 | $4,692+63.9% | $4,013+91.7% | $4,751+61.9% |
| Participant deferral / active EE | $19,251 | $6,938+177.5% | $6,221+209.4% | $6,710+186.9% |
| Admin fee / account holder | $2,402 | $10,708-77.6% | $9,003-73.3% | $11,403-78.9% |