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 | $377,982 | $157,256+140.4% | $141,162+167.8% | $152,861+147.3% |
| Participation rate | 91.7% | 84.8%+6.8pp | 82.5%+9.2pp | 82.4%+9.2pp |
| Annual return | 34.03% | 64.32%-30.3pp | 71.39%-37.4pp | 345.32%-311.3pp |
| Employer contribution / active EE | $7,384 | $5,261+40.4% | $4,735+56.0% | $4,762+55.1% |
| Participant deferral / active EE | $4,437 | $7,109-37.6% | $6,709-33.9% | $5,850-24.1% |
| Admin fee / account holder | $17,625 | $12,120+45.4% | $10,261+71.8% | $11,596+52.0% |