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 | $390,201 | $112,096+248.1% | $95,952+306.7% | $158,922+145.5% |
| Participation rate | 90.0% | 79.0%+11.0pp | 77.1%+12.9pp | 82.0%+8.0pp |
| Annual return | 36.55% | 171.09%-134.5pp | 91.61%-55.1pp | 302.83%-266.3pp |
| Employer contribution / active EE | $1,438 | $3,198-55.0% | $2,541-43.4% | $4,761-69.8% |
| Participant deferral / active EE | $7,974 | $4,784+66.7% | $4,167+91.4% | $5,982+33.3% |
| Admin fee / account holder | $743 | $10,130-92.7% | $6,795-89.1% | $11,246-93.4% |