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 | $267,968 | $105,126+154.9% | $94,646+183.1% | $139,434+92.2% |
| Participation rate | 71.4% | 82.4%-10.9pp | 80.8%-9.4pp | 80.3%-8.9pp |
| Annual return | 16.66% | 38.03%-21.4pp | 156.71%-140.0pp | 372.94%-356.3pp |
| Employer contribution / active EE | $1,460 | $4,106-64.4% | $3,672-60.2% | $4,751-69.3% |
| Participant deferral / active EE | $5,748 | $7,599-24.4% | $7,418-22.5% | $6,710-14.3% |
| Admin fee / account holder | $40,290 | $8,984+348.5% | $7,231+457.2% | $11,403+253.3% |