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 | $298,431 | $202,432+47.4% | $169,368+76.2% | $139,434+114.0% |
| Participation rate | 91.7% | 81.1%+10.6pp | 77.1%+14.5pp | 80.3%+11.3pp |
| Annual return | 18.66% | 531.74%-513.1pp | 405.60%-386.9pp | 372.94%-354.3pp |
| Employer contribution / active EE | $4,422 | $4,692-5.8% | $4,013+10.2% | $4,751-6.9% |
| Participant deferral / active EE | $13,402 | $6,938+93.2% | $6,221+115.4% | $6,710+99.7% |
| Admin fee / account holder | $9,359 | $10,708-12.6% | $9,003+3.9% | $11,403-17.9% |