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 | $367,820 | $157,256+133.9% | $141,162+160.6% | $152,861+140.6% |
| Participation rate | 94.1% | 84.8%+9.3pp | 82.5%+11.6pp | 82.4%+11.7pp |
| Annual return | 32.43% | 64.32%-31.9pp | 71.39%-39.0pp | 345.32%-312.9pp |
| Employer contribution / active EE | $5,438 | $5,261+3.4% | $4,735+14.9% | $4,762+14.2% |
| Participant deferral / active EE | $10,867 | $7,109+52.9% | $6,709+62.0% | $5,850+85.8% |
| Admin fee / account holder | $907 | $12,120-92.5% | $10,261-91.2% | $11,596-92.2% |