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 | $379,713 | $108,919+248.6% | $100,391+278.2% | $145,922+160.2% |
| Participation rate | 85.7% | 82.9%+2.8pp | 81.5%+4.2pp | 80.3%+5.4pp |
| Annual return | 15.51% | 57.88%-42.4pp | 49.20%-33.7pp | 561.29%-545.8pp |
| Employer contribution / active EE | $13,608 | $4,419+207.9% | $3,942+245.2% | $4,660+192.1% |
| Participant deferral / active EE | $13,341 | $8,445+58.0% | $8,082+65.1% | $6,688+99.5% |
| Admin fee / account holder | $27,501 | $9,689+183.8% | $7,899+248.2% | $13,397+105.3% |