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 | $382,753 | $148,534+157.7% | $135,903+181.6% | $139,434+174.5% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 41.24% | 79.19%-38.0pp | 68.23%-27.0pp | 372.94%-331.7pp |
| Employer contribution / active EE | $9,661 | $5,243+84.3% | $4,856+98.9% | $4,751+103.3% |
| Participant deferral / active EE | $12,326 | $8,100+52.2% | $7,758+58.9% | $6,710+83.7% |
| Admin fee / account holder | $1,996 | $12,400-83.9% | $10,762-81.5% | $11,403-82.5% |