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 | $251,120 | $70,606+255.7% | $53,898+365.9% | $142,382+76.4% |
| Participation rate | 71.4% | 63.7%+7.7pp | 55.0%+16.5pp | 80.1%-8.7pp |
| Annual return | 17.45% | 619.81%-602.4pp | 528.60%-511.2pp | 217.08%-199.6pp |
| Employer contribution / active EE | $859 | $1,202-28.6% | $932-7.9% | $4,299-80.0% |
| Participant deferral / active EE | $12,771 | $2,364+440.2% | $1,826+599.3% | $6,507+96.3% |
| Admin fee / account holder | $708 | $2,852-75.2% | $2,491-71.6% | $12,624-94.4% |