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 | $314,482 | $104,907+199.8% | $84,611+271.7% | $152,861+105.7% |
| Participation rate | 75.0% | 74.8%+0.2pp | 68.2%+6.8pp | 82.4%-7.4pp |
| Annual return | 27.87% | 373.79%-345.9pp | 258.74%-230.9pp | 345.32%-317.4pp |
| Employer contribution / active EE | $2,919 | $3,302-11.6% | $2,652+10.0% | $4,762-38.7% |
| Participant deferral / active EE | $11,493 | $4,688+145.2% | $3,899+194.8% | $5,850+96.5% |
| Admin fee / account holder | $11,982 | $6,241+92.0% | $4,912+143.9% | $11,596+3.3% |