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 | $264,719 | $108,919+143.0% | $100,391+163.7% | $145,922+81.4% |
| Participation rate | 84.6% | 82.9%+1.7pp | 81.5%+3.1pp | 80.3%+4.3pp |
| Annual return | 11.79% | 57.88%-46.1pp | 49.20%-37.4pp | 561.29%-549.5pp |
| Employer contribution / active EE | $2,684 | $4,419-39.3% | $3,942-31.9% | $4,660-42.4% |
| Participant deferral / active EE | $9,821 | $8,445+16.3% | $8,082+21.5% | $6,688+46.9% |
| Admin fee / account holder | $35,842 | $9,689+269.9% | $7,899+353.8% | $13,397+167.5% |