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 | $251,599 | $107,334+134.4% | $92,893+170.8% | $152,861+64.6% |
| Participation rate | 90.9% | 79.8%+11.1pp | 76.0%+14.9pp | 82.4%+8.5pp |
| Annual return | 18.68% | 145.58%-126.9pp | 109.41%-90.7pp | 345.32%-326.6pp |
| Employer contribution / active EE | $7,757 | $4,221+83.8% | $3,653+112.4% | $4,762+62.9% |
| Participant deferral / active EE | $10,482 | $4,845+116.4% | $4,236+147.4% | $5,850+79.2% |
| Admin fee / account holder | $2,224 | $7,079-68.6% | $5,794-61.6% | $11,596-80.8% |