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 | $350,392 | $107,934+224.6% | $91,989+280.9% | $152,861+129.2% |
| Participation rate | 85.7% | 81.2%+4.5pp | 78.6%+7.1pp | 82.4%+3.3pp |
| Annual return | 22.72% | 89.24%-66.5pp | 69.02%-46.3pp | 345.32%-322.6pp |
| Employer contribution / active EE | $9,429 | $4,210+124.0% | $3,452+173.1% | $4,762+98.0% |
| Participant deferral / active EE | $7,738 | $6,364+21.6% | $5,923+30.6% | $5,850+32.3% |
| Admin fee / account holder | $3,842 | $10,520-63.5% | $7,743-50.4% | $11,596-66.9% |