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 6-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 | $356,365 | $176,056+102.4% | $159,436+123.5% | $167,490+112.8% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 20.21% | 331.75%-311.5pp | 263.57%-243.4pp | 478.56%-458.4pp |
| Employer contribution / active EE | $3,893 | $5,297-26.5% | $4,829-19.4% | $4,837-19.5% |
| Participant deferral / active EE | $9,740 | $7,750+25.7% | $7,352+32.5% | $6,341+53.6% |
| Admin fee / account holder | $22,890 | $12,554+82.3% | $10,799+112.0% | $12,309+86.0% |