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 | $253,648 | $112,881+124.7% | $90,951+178.9% | $158,922+59.6% |
| Participation rate | 87.5% | 74.7%+12.8pp | 69.0%+18.5pp | 82.0%+5.5pp |
| Annual return | 19.89% | 215.79%-195.9pp | 134.60%-114.7pp | 302.83%-282.9pp |
| Employer contribution / active EE | $5,819 | $2,893+101.1% | $2,122+174.2% | $4,761+22.2% |
| Participant deferral / active EE | $5,294 | $4,128+28.3% | $3,373+57.0% | $5,982-11.5% |
| Admin fee / account holder | $6,121 | $8,041-23.9% | $5,959+2.7% | $11,246-45.6% |