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 | $261,867 | $106,890+145.0% | $84,015+211.7% | $152,861+71.3% |
| Participation rate | 83.3% | 75.2%+8.1pp | 69.0%+14.3pp | 82.4%+0.9pp |
| Annual return | 20.67% | 104.99%-84.3pp | 71.31%-50.6pp | 345.32%-324.6pp |
| Employer contribution / active EE | $2,888 | $2,734+5.6% | $1,983+45.6% | $4,762-39.3% |
| Participant deferral / active EE | $3,610 | $4,011-10.0% | $3,239+11.5% | $5,850-38.3% |
| Admin fee / account holder | $7,711 | $8,285-6.9% | $6,101+26.4% | $11,596-33.5% |