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 | $368,292 | $183,963+100.2% | $162,163+127.1% | $152,861+140.9% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.6%-12.6pp | 82.4%-7.4pp |
| Annual return | 28.02% | 150.76%-122.7pp | 115.59%-87.6pp | 345.32%-317.3pp |
| Employer contribution / active EE | $2,681 | $6,371-57.9% | $5,614-52.2% | $4,762-43.7% |
| Participant deferral / active EE | $8,966 | $8,034+11.6% | $7,298+22.8% | $5,850+53.3% |
| Admin fee / account holder | $2,647 | $13,121-79.8% | $10,843-75.6% | $11,596-77.2% |