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 | $314,910 | $144,119+118.5% | $117,854+167.2% | $147,584+113.4% |
| Participation rate | 72.7% | 83.4%-10.7pp | 79.7%-6.9pp | 82.8%-10.1pp |
| Annual return | 19.85% | 531.15%-511.3pp | 335.08%-315.2pp | 578.55%-558.7pp |
| Employer contribution / active EE | $3,543 | $4,896-27.7% | $3,786-6.4% | $4,876-27.4% |
| Participant deferral / active EE | $5,937 | $5,316+11.7% | $4,482+32.5% | $5,439+9.2% |
| Admin fee / account holder | $15,660 | $10,886+43.9% | $8,020+95.3% | $10,885+43.9% |