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 | $275,699 | $115,770+138.1% | $101,248+172.3% | $158,922+73.5% |
| Participation rate | 73.3% | 79.4%-6.0pp | 75.8%-2.5pp | 82.0%-8.6pp |
| Annual return | 11.79% | 56.14%-44.3pp | 46.47%-34.7pp | 302.83%-291.0pp |
| Employer contribution / active EE | $2,140 | $4,175-48.7% | $3,660-41.5% | $4,761-55.1% |
| Participant deferral / active EE | $8,613 | $4,957+73.7% | $4,370+97.1% | $5,982+44.0% |
| Admin fee / account holder | $2,065 | $7,245-71.5% | $5,945-65.3% | $11,246-81.6% |