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 8-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 | $337,029 | $176,056+91.4% | $159,436+111.4% | $167,490+101.2% |
| Participation rate | 85.7% | 84.9%+0.8pp | 82.8%+2.9pp | 82.1%+3.6pp |
| Annual return | 10.11% | 331.75%-321.6pp | 263.57%-253.5pp | 478.56%-468.4pp |
| Employer contribution / active EE | $2,096 | $5,297-60.4% | $4,829-56.6% | $4,837-56.7% |
| Participant deferral / active EE | $8,081 | $7,750+4.3% | $7,352+9.9% | $6,341+27.4% |
| Admin fee / account holder | $1,572 | $12,554-87.5% | $10,799-85.4% | $12,309-87.2% |