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 | $263,307 | $99,079+165.8% | $77,999+237.6% | $273,961-3.9% |
| Participation rate | 83.3% | 78.6%+4.8pp | 75.5%+7.8pp | 83.0%+0.3pp |
| Annual return | 9.39% | 217.93%-208.5pp | 425.96%-416.6pp | 41.45%-32.1pp |
| Employer contribution / active EE | $2,046 | $3,308-38.1% | $2,470-17.2% | $4,869-58.0% |
| Participant deferral / active EE | $5,893 | $4,306+36.9% | $3,497+68.5% | $5,287+11.5% |
| Admin fee / account holder | $4,078 | $8,954-54.5% | $5,480-25.6% | $10,132-59.7% |