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 | $370,517 | $105,181+252.3% | $159,436+132.4% | $85,850+331.6% |
| Participation rate | 70.4% | 75.8%-5.4pp | 82.8%-12.5pp | 69.3%+1.1pp |
| Annual return | 15.31% | 45.07%-29.8pp | 263.57%-248.3pp | 318.53%-303.2pp |
| Employer contribution / active EE | $3,543 | $3,318+6.8% | $4,829-26.6% | $2,565+38.1% |
| Participant deferral / active EE | $5,600 | $5,945-5.8% | $7,352-23.8% | $3,952+41.7% |
| Admin fee / account holder | $1,747 | $6,933-74.8% | $10,799-83.8% | $6,260-72.1% |