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 | $252,086 | $100,773+150.2% | $88,946+183.4% | $142,382+77.0% |
| Participation rate | 91.7% | 74.3%+17.4pp | 68.8%+22.8pp | 80.1%+11.5pp |
| Annual return | 25.21% | 70.18%-45.0pp | 57.82%-32.6pp | 217.08%-191.9pp |
| Employer contribution / active EE | $9,878 | $2,918+238.6% | $2,555+286.6% | $4,299+129.8% |
| Participant deferral / active EE | $6,398 | $5,230+22.3% | $4,581+39.6% | $6,507-1.7% |
| Admin fee / account holder | $2,482 | $9,693-74.4% | $8,261-70.0% | $12,624-80.3% |