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 | $321,814 | $150,187+114.3% | $120,354+167.4% | $145,922+120.5% |
| Participation rate | 91.7% | 78.8%+12.9pp | 71.9%+19.8pp | 80.3%+11.4pp |
| Annual return | 14.76% | 154.07%-139.3pp | 107.15%-92.4pp | 561.29%-546.5pp |
| Employer contribution / active EE | $4,006 | $4,348-7.9% | $3,463+15.7% | $4,660-14.0% |
| Participant deferral / active EE | $8,137 | $6,173+31.8% | $4,991+63.0% | $6,688+21.7% |
| Admin fee / account holder | $6,970 | $12,207-42.9% | $9,423-26.0% | $13,397-48.0% |