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 | $254,919 | $115,770+120.2% | $101,248+151.8% | $158,922+60.4% |
| Participation rate | 87.0% | 79.4%+7.6pp | 75.8%+11.1pp | 82.0%+5.0pp |
| Annual return | 16.30% | 56.14%-39.8pp | 46.47%-30.2pp | 302.83%-286.5pp |
| Employer contribution / active EE | $9,479 | $4,175+127.1% | $3,660+159.0% | $4,761+99.1% |
| Participant deferral / active EE | $7,245 | $4,957+46.1% | $4,370+65.8% | $5,982+21.1% |
| Admin fee / account holder | $6,476 | $7,245-10.6% | $5,945+8.9% | $11,246-42.4% |