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 | $436,843 | $209,411+108.6% | $178,490+144.7% | $158,922+174.9% |
| Participation rate | 72.7% | 86.3%-13.6pp | 81.9%-9.2pp | 82.0%-9.2pp |
| Annual return | 54.27% | 188.75%-134.5pp | 151.07%-96.8pp | 302.83%-248.6pp |
| Employer contribution / active EE | $2,591 | $5,706-54.6% | $5,011-48.3% | $4,761-45.6% |
| Participant deferral / active EE | $8,953 | $5,954+50.4% | $5,202+72.1% | $5,982+49.7% |
| Admin fee / account holder | $31,908 | $17,074+86.9% | $13,984+128.2% | $11,246+183.7% |