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 | $301,319 | $111,724+169.7% | $93,606+221.9% | $145,922+106.5% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 42.96% | 202.98%-160.0pp | 133.20%-90.2pp | 561.29%-518.3pp |
| Employer contribution / active EE | $1,176 | $3,090-61.9% | $2,420-51.4% | $4,660-74.8% |
| Participant deferral / active EE | $6,281 | $4,912+27.9% | $4,411+42.4% | $6,688-6.1% |
| Admin fee / account holder | $2,268 | $10,250-77.9% | $8,285-72.6% | $13,397-83.1% |