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 7-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 | $435,869 | $175,202+148.8% | $149,673+191.2% | $139,434+212.6% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 49.82% | 166.71%-116.9pp | 134.42%-84.6pp | 372.94%-323.1pp |
| Employer contribution / active EE | $2,373 | $5,474-56.7% | $4,818-50.8% | $4,751-50.1% |
| Participant deferral / active EE | $5,451 | $6,519-16.4% | $5,680-4.0% | $6,710-18.8% |
| Admin fee / account holder | $4,239 | $16,150-73.8% | $13,210-67.9% | $11,403-62.8% |