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 | $256,350 | $99,877+156.7% | $84,966+201.7% | $145,922+75.7% |
| Participation rate | 95.0% | 74.1%+20.9pp | 67.5%+27.5pp | 80.3%+14.7pp |
| Annual return | 13.36% | 83.76%-70.4pp | 66.38%-53.0pp | 561.29%-547.9pp |
| Employer contribution / active EE | $3,485 | $3,231+7.8% | $2,727+27.8% | $4,660-25.2% |
| Participant deferral / active EE | $9,632 | $5,291+82.1% | $4,519+113.1% | $6,688+44.0% |
| Admin fee / account holder | $1,600 | $7,248-77.9% | $6,149-74.0% | $13,397-88.1% |