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 | $356,589 | $183,519+94.3% | $155,509+129.3% | $145,922+144.4% |
| Participation rate | 71.4% | 82.7%-11.2pp | 78.2%-6.8pp | 80.3%-8.8pp |
| Annual return | 14.99% | 61.17%-46.2pp | 64.67%-49.7pp | 561.29%-546.3pp |
| Employer contribution / active EE | $1,728 | $5,313-67.5% | $4,672-63.0% | $4,660-62.9% |
| Participant deferral / active EE | $5,107 | $6,462-21.0% | $5,626-9.2% | $6,688-23.6% |
| Admin fee / account holder | $6,239 | $19,313-67.7% | $15,912-60.8% | $13,397-53.4% |