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 | $251,742 | $112,096+124.6% | $95,952+162.4% | $158,922+58.4% |
| Participation rate | 87.5% | 79.0%+8.5pp | 77.1%+10.4pp | 82.0%+5.5pp |
| Annual return | 17.78% | 171.09%-153.3pp | 91.61%-73.8pp | 302.83%-285.0pp |
| Employer contribution / active EE | $763 | $3,198-76.2% | $2,541-70.0% | $4,761-84.0% |
| Participant deferral / active EE | $7,079 | $4,784+48.0% | $4,167+69.9% | $5,982+18.3% |
| Admin fee / account holder | $2,345 | $10,130-76.9% | $6,795-65.5% | $11,246-79.1% |