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 | $278,739 | $202,318+37.8% | $172,739+61.4% | $152,861+82.3% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.4%+5.1pp |
| Annual return | 25.22% | 1029.65%-1004.4pp | 802.84%-777.6pp | 345.32%-320.1pp |
| Employer contribution / active EE | $1,543 | $5,856-73.7% | $5,143-70.0% | $4,762-67.6% |
| Participant deferral / active EE | $8,775 | $5,948+47.5% | $5,198+68.8% | $5,850+50.0% |
| Admin fee / account holder | $1,871 | $17,109-89.1% | $13,954-86.6% | $11,596-83.9% |