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 | $298,240 | $111,814+166.7% | $93,654+218.4% | $145,959+104.3% |
| Participation rate | 80.0% | 74.2%+5.8pp | 68.7%+11.3pp | 80.3%-0.3pp |
| Annual return | 18.85% | 203.30%-184.4pp | 133.34%-114.5pp | 561.95%-543.1pp |
| Employer contribution / active EE | $1,717 | $3,092-44.5% | $2,421-29.1% | $4,661-63.2% |
| Participant deferral / active EE | $2,947 | $4,914-40.0% | $4,413-33.2% | $6,689-55.9% |
| Admin fee / account holder | $3,250 | $10,246-68.3% | $8,282-60.8% | $13,398-75.7% |