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 | $315,008 | $165,984+89.8% | $164,813+91.1% | $145,922+115.9% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.6%+8.9pp | 80.3%+7.2pp |
| Annual return | 9.41% | 100.03%-90.6pp | 69.93%-60.5pp | 561.29%-551.9pp |
| Employer contribution / active EE | $4,433 | $5,273-15.9% | $4,341+2.1% | $4,660-4.9% |
| Participant deferral / active EE | $10,365 | $6,959+48.9% | $6,031+71.9% | $6,688+55.0% |
| Admin fee / account holder | $24,470 | $16,648+47.0% | $12,690+92.8% | $13,397+82.7% |