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 | $250,679 | $112,096+123.6% | $95,952+161.3% | $158,922+57.7% |
| Participation rate | 83.3% | 79.0%+4.4pp | 77.1%+6.3pp | 82.0%+1.4pp |
| Annual return | 12.72% | 171.09%-158.4pp | 91.61%-78.9pp | 302.83%-290.1pp |
| Employer contribution / active EE | $2,991 | $3,198-6.5% | $2,541+17.7% | $4,761-37.2% |
| Participant deferral / active EE | $14,832 | $4,784+210.0% | $4,167+256.0% | $5,982+147.9% |
| Admin fee / account holder | $622 | $10,130-93.9% | $6,795-90.8% | $11,246-94.5% |