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 | $323,776 | $112,096+188.8% | $95,952+237.4% | $158,922+103.7% |
| Participation rate | 90.0% | 79.0%+11.0pp | 77.1%+12.9pp | 82.0%+8.0pp |
| Annual return | 20.01% | 171.09%-151.1pp | 91.61%-71.6pp | 302.83%-282.8pp |
| Employer contribution / active EE | $8,546 | $3,198+167.2% | $2,541+236.3% | $4,761+79.5% |
| Participant deferral / active EE | $9,267 | $4,784+93.7% | $4,167+122.4% | $5,982+54.9% |
| Admin fee / account holder | $64,616 | $10,130+537.8% | $6,795+850.9% | $11,246+474.6% |