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 | $277,996 | $135,635+105.0% | $110,238+152.2% | $135,375+105.4% |
| Participation rate | 71.4% | 83.5%-12.0pp | 79.8%-8.4pp | 82.6%-11.2pp |
| Annual return | 7.87% | 513.19%-505.3pp | 314.74%-306.9pp | 519.73%-511.9pp |
| Employer contribution / active EE | $2,201 | $4,906-55.1% | $3,826-42.5% | $4,779-53.9% |
| Participant deferral / active EE | $7,181 | $5,506+30.4% | $4,672+53.7% | $5,609+28.0% |
| Admin fee / account holder | $1,380 | $11,457-88.0% | $8,547-83.8% | $10,827-87.2% |