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 7-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 | $378,357 | $179,726+110.5% | $156,263+142.1% | $142,382+165.7% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.9%+1.1pp | 80.1%-0.1pp |
| Annual return | 161.33% | 77.86%+83.5pp | 59.47%+101.9pp | 217.08%-55.7pp |
| Employer contribution / active EE | $3,055 | $5,069-39.7% | $4,333-29.5% | $4,299-28.9% |
| Participant deferral / active EE | $8,491 | $6,956+22.1% | $6,158+37.9% | $6,507+30.5% |
| Admin fee / account holder | $3,837 | $17,272-77.8% | $14,255-73.1% | $12,624-69.6% |