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 | $271,012 | $105,126+157.8% | $94,646+186.3% | $139,434+94.4% |
| Participation rate | 89.5% | 82.4%+7.1pp | 80.8%+8.6pp | 80.3%+9.2pp |
| Annual return | 14.62% | 38.03%-23.4pp | 156.71%-142.1pp | 372.94%-358.3pp |
| Employer contribution / active EE | $4,350 | $4,106+6.0% | $3,672+18.5% | $4,751-8.4% |
| Participant deferral / active EE | $6,411 | $7,599-15.6% | $7,418-13.6% | $6,710-4.5% |
| Admin fee / account holder | $1,528 | $8,984-83.0% | $7,231-78.9% | $11,403-86.6% |