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 | $370,869 | $183,519+102.1% | $155,509+138.5% | $145,922+154.2% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.5pp | 80.3%+11.4pp |
| Annual return | 28.82% | 61.17%-32.3pp | 64.67%-35.8pp | 561.29%-532.5pp |
| Employer contribution / active EE | $4,492 | $5,313-15.5% | $4,672-3.9% | $4,660-3.6% |
| Participant deferral / active EE | $2,376 | $6,462-63.2% | $5,626-57.8% | $6,688-64.5% |
| Admin fee / account holder | $2,919 | $19,313-84.9% | $15,912-81.7% | $13,397-78.2% |