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 | $388,236 | $183,519+111.6% | $155,509+149.7% | $145,922+166.1% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 20.69% | 61.17%-40.5pp | 64.67%-44.0pp | 561.29%-540.6pp |
| Employer contribution / active EE | $3,375 | $5,313-36.5% | $4,672-27.8% | $4,660-27.6% |
| Participant deferral / active EE | $9,459 | $6,462+46.4% | $5,626+68.1% | $6,688+41.4% |
| Admin fee / account holder | $12,402 | $19,313-35.8% | $15,912-22.1% | $13,397-7.4% |