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 | $294,042 | $118,849+147.4% | $96,562+204.5% | $167,490+75.6% |
| Participation rate | 84.6% | 75.5%+9.1pp | 69.8%+14.8pp | 82.1%+2.5pp |
| Annual return | 13.47% | 50.49%-37.0pp | 37.78%-24.3pp | 478.56%-465.1pp |
| Employer contribution / active EE | $3,225 | $3,120+3.4% | $2,356+36.9% | $4,837-33.3% |
| Participant deferral / active EE | $7,214 | $4,616+56.3% | $3,849+87.4% | $6,341+13.8% |
| Admin fee / account holder | $6,932 | $8,065-14.0% | $6,181+12.2% | $12,309-43.7% |