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 | $316,809 | $154,117+105.6% | $129,995+143.7% | $139,434+127.2% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.5%+11.5pp | 80.3%+9.7pp |
| Annual return | 14.53% | 32.48%-17.9pp | -137.18%+151.7pp | 372.94%-358.4pp |
| Employer contribution / active EE | $6,637 | $5,289+25.5% | $4,320+53.6% | $4,751+39.7% |
| Participant deferral / active EE | $13,951 | $6,710+107.9% | $5,820+139.7% | $6,710+107.9% |
| Admin fee / account holder | $2,245 | $14,007-84.0% | $10,614-78.9% | $11,403-80.3% |