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 | $263,978 | $95,561+176.2% | $77,163+242.1% | $139,434+89.3% |
| Participation rate | 82.4% | 73.9%+8.4pp | 69.6%+12.8pp | 80.3%+2.0pp |
| Annual return | 14.18% | 54.92%-40.7pp | 37.87%-23.7pp | 372.94%-358.8pp |
| Employer contribution / active EE | $3,512 | $3,147+11.6% | $2,535+38.6% | $4,751-26.1% |
| Participant deferral / active EE | $10,455 | $4,624+126.1% | $3,833+172.7% | $6,710+55.8% |
| Admin fee / account holder | $44,585 | $8,295+437.5% | $5,472+714.8% | $11,403+291.0% |