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 | $394,745 | $185,822+112.4% | $169,993+132.2% | $139,434+183.1% |
| Participation rate | 93.3% | 87.8%+5.6pp | 87.0%+6.3pp | 80.3%+13.0pp |
| Annual return | 20.89% | 60.50%-39.6pp | 53.37%-32.5pp | 372.94%-352.1pp |
| Employer contribution / active EE | $12,679 | $7,590+67.0% | $6,785+86.9% | $4,751+166.9% |
| Participant deferral / active EE | $7,895 | $11,622-32.1% | $10,408-24.1% | $6,710+17.7% |
| Admin fee / account holder | $806 | $15,381-94.8% | $12,815-93.7% | $11,403-92.9% |