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 | $308,925 | $165,984+86.1% | $164,813+87.4% | $145,922+111.7% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.6%+10.3pp | 80.3%+8.6pp |
| Annual return | 12.68% | 100.03%-87.4pp | 69.93%-57.3pp | 561.29%-548.6pp |
| Employer contribution / active EE | $3,125 | $5,273-40.7% | $4,341-28.0% | $4,660-32.9% |
| Participant deferral / active EE | $9,572 | $6,959+37.5% | $6,031+58.7% | $6,688+43.1% |
| Admin fee / account holder | $4,579 | $16,648-72.5% | $12,690-63.9% | $13,397-65.8% |