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 | $405,162 | $102,966+293.5% | $90,281+348.8% | $152,861+165.1% |
| Participation rate | 90.9% | 75.9%+15.0pp | 73.3%+17.6pp | 82.4%+8.5pp |
| Annual return | 11.76% | 95.16%-83.4pp | 78.10%-66.3pp | 345.32%-333.6pp |
| Employer contribution / active EE | $4,528 | $3,139+44.3% | $2,854+58.6% | $4,762-4.9% |
| Participant deferral / active EE | $10,056 | $4,281+134.9% | $3,885+158.8% | $5,850+71.9% |
| Admin fee / account holder | $9,355 | $6,171+51.6% | $5,351+74.8% | $11,596-19.3% |