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 | $408,784 | $154,117+165.2% | $129,995+214.5% | $139,434+193.2% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.5%+10.4pp | 80.3%+8.6pp |
| Annual return | 14.52% | 32.48%-18.0pp | -137.18%+151.7pp | 372.94%-358.4pp |
| Employer contribution / active EE | $6,564 | $5,289+24.1% | $4,320+51.9% | $4,751+38.2% |
| Participant deferral / active EE | $9,902 | $6,710+47.6% | $5,820+70.1% | $6,710+47.6% |
| Admin fee / account holder | $3,060 | $14,007-78.2% | $10,614-71.2% | $11,403-73.2% |