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 | $284,081 | $112,096+153.4% | $95,952+196.1% | $158,922+78.8% |
| Participation rate | 92.3% | 79.0%+13.3pp | 77.1%+15.2pp | 82.0%+10.3pp |
| Annual return | 13.02% | 171.09%-158.1pp | 91.61%-78.6pp | 302.83%-289.8pp |
| Employer contribution / active EE | $4,144 | $3,198+29.6% | $2,541+63.1% | $4,761-13.0% |
| Participant deferral / active EE | $9,629 | $4,784+101.3% | $4,167+131.1% | $5,982+61.0% |
| Admin fee / account holder | $71,735 | $10,130+608.1% | $6,795+955.6% | $11,246+537.9% |