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 | $253,538 | $112,881+124.6% | $90,951+178.8% | $158,922+59.5% |
| Participation rate | 84.6% | 74.7%+9.9pp | 69.0%+15.6pp | 82.0%+2.7pp |
| Annual return | 17.82% | 215.79%-198.0pp | 134.60%-116.8pp | 302.83%-285.0pp |
| Employer contribution / active EE | $3,273 | $2,893+13.1% | $2,122+54.2% | $4,761-31.3% |
| Participant deferral / active EE | $6,616 | $4,128+60.3% | $3,373+96.2% | $5,982+10.6% |
| Admin fee / account holder | $870 | $8,041-89.2% | $5,959-85.4% | $11,246-92.3% |