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 | $393,653 | $157,256+150.3% | $141,162+178.9% | $152,861+157.5% |
| Participation rate | 95.7% | 84.8%+10.8pp | 82.5%+13.2pp | 82.4%+13.2pp |
| Annual return | 17.27% | 64.32%-47.1pp | 71.39%-54.1pp | 345.32%-328.0pp |
| Employer contribution / active EE | $11,916 | $5,261+126.5% | $4,735+151.7% | $4,762+150.2% |
| Participant deferral / active EE | $5,857 | $7,109-17.6% | $6,709-12.7% | $5,850+0.1% |
| Admin fee / account holder | $6,030 | $12,120-50.2% | $10,261-41.2% | $11,596-48.0% |