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 4-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 | $250,036 | $102,317+144.4% | $146,958+70.1% | $80,856+209.2% |
| Participation rate | 87.9% | 75.8%+12.1pp | 82.2%+5.8pp | 67.6%+20.3pp |
| Annual return | 17.31% | 134.76%-117.5pp | 418.34%-401.0pp | 35.59%-18.3pp |
| Employer contribution / active EE | $10,543 | $3,713+183.9% | $4,933+113.7% | $2,755+282.7% |
| Participant deferral / active EE | $7,477 | $6,644+12.5% | $8,070-7.4% | $4,296+74.0% |
| Admin fee / account holder | $1,951 | $7,941-75.4% | $12,998-85.0% | $6,918-71.8% |