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 | $255,157 | $150,187+69.9% | $120,354+112.0% | $145,922+74.9% |
| Participation rate | 80.0% | 78.8%+1.2pp | 71.9%+8.1pp | 80.3%-0.3pp |
| Annual return | 10.09% | 154.07%-144.0pp | 107.15%-97.1pp | 561.29%-551.2pp |
| Employer contribution / active EE | $2,033 | $4,348-53.2% | $3,463-41.3% | $4,660-56.4% |
| Participant deferral / active EE | $7,395 | $6,173+19.8% | $4,991+48.2% | $6,688+10.6% |
| Admin fee / account holder | $2,832 | $12,207-76.8% | $9,423-69.9% | $13,397-78.9% |