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 | $263,948 | $109,327+141.4% | $89,391+195.3% | $158,922+66.1% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.0%+12.0pp | 82.0%-2.0pp |
| Annual return | 16.15% | 345.68%-329.5pp | 245.62%-229.5pp | 302.83%-286.7pp |
| Employer contribution / active EE | $2,279 | $3,170-28.1% | $2,586-11.9% | $4,761-52.1% |
| Participant deferral / active EE | $12,907 | $4,598+180.7% | $3,890+231.8% | $5,982+115.8% |
| Admin fee / account holder | $3,465 | $6,153-43.7% | $4,881-29.0% | $11,246-69.2% |