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 | $251,636 | $105,998+137.4% | $92,233+172.8% | $147,584+70.5% |
| Participation rate | 85.7% | 80.4%+5.3pp | 76.5%+9.2pp | 82.8%+2.9pp |
| Annual return | 25.63% | 50.05%-24.4pp | 176.28%-150.7pp | 578.55%-552.9pp |
| Employer contribution / active EE | $2,301 | $4,333-46.9% | $3,679-37.4% | $4,876-52.8% |
| Participant deferral / active EE | $3,820 | $4,478-14.7% | $3,897-2.0% | $5,439-29.8% |
| Admin fee / account holder | $2,683 | $6,332-57.6% | $5,194-48.3% | $10,885-75.3% |