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 | $425,548 | $102,966+313.3% | $90,281+371.4% | $152,861+178.4% |
| Participation rate | 81.8% | 75.9%+6.0pp | 73.3%+8.5pp | 82.4%-0.6pp |
| Annual return | 18.11% | 95.16%-77.1pp | 78.10%-60.0pp | 345.32%-327.2pp |
| Employer contribution / active EE | $2,081 | $3,139-33.7% | $2,854-27.1% | $4,762-56.3% |
| Participant deferral / active EE | $4,578 | $4,281+6.9% | $3,885+17.8% | $5,850-21.7% |
| Admin fee / account holder | $15,952 | $6,171+158.5% | $5,351+198.1% | $11,596+37.6% |