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 | $398,564 | $118,849+235.4% | $96,562+312.8% | $167,490+138.0% |
| Participation rate | 80.0% | 75.5%+4.5pp | 69.8%+10.2pp | 82.1%-2.1pp |
| Annual return | 31.23% | 50.49%-19.3pp | 37.78%-6.6pp | 478.56%-447.3pp |
| Employer contribution / active EE | $2,459 | $3,120-21.2% | $2,356+4.3% | $4,837-49.2% |
| Participant deferral / active EE | $13,140 | $4,616+184.7% | $3,849+241.4% | $6,341+107.2% |
| Admin fee / account holder | $30,538 | $8,065+278.6% | $6,181+394.1% | $12,309+148.1% |