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 | $274,642 | $176,056+56.0% | $159,436+72.3% | $167,490+64.0% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 14.22% | 331.75%-317.5pp | 263.57%-249.4pp | 478.56%-464.3pp |
| Employer contribution / active EE | $1,623 | $5,297-69.4% | $4,829-66.4% | $4,837-66.5% |
| Participant deferral / active EE | $3,036 | $7,750-60.8% | $7,352-58.7% | $6,341-52.1% |
| Admin fee / account holder | $2,593 | $12,554-79.3% | $10,799-76.0% | $12,309-78.9% |