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 3-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 | $278,762 | $180,749+54.2% | $160,784+73.4% | $137,256+103.1% |
| Participation rate | 83.3% | 80.0%+3.4pp | 77.0%+6.4pp | 80.0%+3.4pp |
| Annual return | 159.65% | 2234.46%-2074.8pp | 1803.92%-1644.3pp | 220.34%-60.7pp |
| Employer contribution / active EE | $1,590 | $4,155-61.7% | $3,733-57.4% | $4,156-61.7% |
| Participant deferral / active EE | $5,247 | $6,844-23.3% | $6,293-16.6% | $6,407-18.1% |
| Admin fee / account holder | $319 | $10,397-96.9% | $9,717-96.7% | $12,270-97.4% |