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 5-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 | $401,706 | $183,592+118.8% | $155,567+158.2% | $145,959+175.2% |
| Participation rate | 71.4% | 82.7%-11.3pp | 78.2%-6.8pp | 80.3%-8.9pp |
| Annual return | 24.55% | 61.24%-36.7pp | 64.74%-40.2pp | 561.95%-537.4pp |
| Employer contribution / active EE | $1,598 | $5,315-69.9% | $4,674-65.8% | $4,661-65.7% |
| Participant deferral / active EE | $8,959 | $6,464+38.6% | $5,628+59.2% | $6,689+34.0% |
| Admin fee / account holder | $1,129 | $19,318-94.2% | $15,916-92.9% | $13,398-91.6% |