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 | $256,968 | $102,616+150.4% | $81,983+213.4% | $158,922+61.7% |
| Participation rate | 81.3% | 75.5%+5.7pp | 69.2%+12.0pp | 82.0%-0.7pp |
| Annual return | 16.41% | 61.04%-44.6pp | 41.31%-24.9pp | 302.83%-286.4pp |
| Employer contribution / active EE | $2,527 | $3,240-22.0% | $2,498+1.2% | $4,761-46.9% |
| Participant deferral / active EE | $11,007 | $4,648+136.8% | $3,722+195.7% | $5,982+84.0% |
| Admin fee / account holder | $1,223 | $8,235-85.1% | $5,664-78.4% | $11,246-89.1% |