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 | $317,015 | $109,904+188.4% | $97,167+226.3% | $145,959+117.2% |
| Participation rate | 90.0% | 75.9%+14.1pp | 72.7%+17.3pp | 80.3%+9.7pp |
| Annual return | 9.27% | 243.43%-234.2pp | 75.27%-66.0pp | 561.95%-552.7pp |
| Employer contribution / active EE | $3,229 | $3,084+4.7% | $2,729+18.3% | $4,661-30.7% |
| Participant deferral / active EE | $10,806 | $4,676+131.1% | $4,264+153.4% | $6,689+61.6% |
| Admin fee / account holder | $1,294 | $6,216-79.2% | $5,650-77.1% | $13,398-90.3% |