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 | $448,525 | $115,770+287.4% | $101,248+343.0% | $158,922+182.2% |
| Participation rate | 77.8% | 79.4%-1.6pp | 75.8%+2.0pp | 82.0%-4.2pp |
| Annual return | 13.70% | 56.14%-42.4pp | 46.47%-32.8pp | 302.83%-289.1pp |
| Employer contribution / active EE | $2,285 | $4,175-45.3% | $3,660-37.6% | $4,761-52.0% |
| Participant deferral / active EE | $5,378 | $4,957+8.5% | $4,370+23.1% | $5,982-10.1% |
| Admin fee / account holder | $1,165 | $7,245-83.9% | $5,945-80.4% | $11,246-89.6% |