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 | $279,029 | $107,934+158.5% | $91,989+203.3% | $152,861+82.5% |
| Participation rate | 94.7% | 81.2%+13.6pp | 78.6%+16.1pp | 82.4%+12.3pp |
| Annual return | 22.28% | 89.24%-67.0pp | 69.02%-46.7pp | 345.32%-323.0pp |
| Employer contribution / active EE | $5,803 | $4,210+37.8% | $3,452+68.1% | $4,762+21.9% |
| Participant deferral / active EE | $6,582 | $6,364+3.4% | $5,923+11.1% | $5,850+12.5% |
| Admin fee / account holder | $3,491 | $10,520-66.8% | $7,743-54.9% | $11,596-69.9% |