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 | $289,646 | $126,519+128.9% | $106,201+172.7% | $145,959+98.4% |
| Participation rate | 85.7% | 77.7%+8.1pp | 75.3%+10.4pp | 80.3%+5.4pp |
| Annual return | 14.03% | 225.10%-211.1pp | 116.26%-102.2pp | 561.95%-547.9pp |
| Employer contribution / active EE | $2,719 | $3,726-27.0% | $3,170-14.2% | $4,661-41.7% |
| Participant deferral / active EE | $4,628 | $5,716-19.0% | $5,012-7.7% | $6,689-30.8% |
| Admin fee / account holder | $10,090 | $17,312-41.7% | $11,039-8.6% | $13,398-24.7% |