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 | $391,335 | $183,519+113.2% | $155,509+151.6% | $145,922+168.2% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.1pp |
| Annual return | 13.62% | 61.17%-47.5pp | 64.67%-51.0pp | 561.29%-547.7pp |
| Employer contribution / active EE | $9,118 | $5,313+71.6% | $4,672+95.1% | $4,660+95.7% |
| Participant deferral / active EE | $5,083 | $6,462-21.3% | $5,626-9.6% | $6,688-24.0% |
| Admin fee / account holder | $37,296 | $19,313+93.1% | $15,912+134.4% | $13,397+178.4% |