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 | $259,154 | $126,574+104.7% | $106,213+144.0% | $145,922+77.6% |
| Participation rate | 70.6% | 77.6%-7.0pp | 75.3%-4.7pp | 80.3%-9.7pp |
| Annual return | 11.17% | 224.79%-213.6pp | 116.14%-105.0pp | 561.29%-550.1pp |
| Employer contribution / active EE | $9,109 | $3,730+144.2% | $3,171+187.2% | $4,660+95.5% |
| Participant deferral / active EE | $5,194 | $5,724-9.2% | $5,016+3.6% | $6,688-22.3% |
| Admin fee / account holder | $2,035 | $17,304-88.2% | $11,033-81.6% | $13,397-84.8% |