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 | $392,875 | $157,256+149.8% | $141,162+178.3% | $152,861+157.0% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.4%+3.3pp |
| Annual return | 21.35% | 64.32%-43.0pp | 71.39%-50.0pp | 345.32%-324.0pp |
| Employer contribution / active EE | $3,571 | $5,261-32.1% | $4,735-24.6% | $4,762-25.0% |
| Participant deferral / active EE | $13,028 | $7,109+83.3% | $6,709+94.2% | $5,850+122.7% |
| Admin fee / account holder | $29,684 | $12,120+144.9% | $10,261+189.3% | $11,596+156.0% |