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 | $282,712 | $88,710+218.7% | $81,783+245.7% | $145,959+93.7% |
| Participation rate | 72.2% | 75.0%-2.8pp | 72.4%-0.1pp | 80.3%-8.1pp |
| Annual return | 13.40% | 1027.26%-1013.9pp | 775.05%-761.7pp | 561.95%-548.6pp |
| Employer contribution / active EE | $2,412 | $3,083-21.8% | $2,913-17.2% | $4,661-48.2% |
| Participant deferral / active EE | $6,302 | $4,645+35.7% | $4,320+45.9% | $6,689-5.8% |
| Admin fee / account holder | $3,091 | $8,407-63.2% | $7,380-58.1% | $13,398-76.9% |