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 | $278,673 | $102,966+170.6% | $90,281+208.7% | $152,861+82.3% |
| Participation rate | 87.5% | 75.9%+11.6pp | 73.3%+14.2pp | 82.4%+5.1pp |
| Annual return | 14.94% | 95.16%-80.2pp | 78.10%-63.2pp | 345.32%-330.4pp |
| Employer contribution / active EE | $2,648 | $3,139-15.6% | $2,854-7.2% | $4,762-44.4% |
| Participant deferral / active EE | $8,215 | $4,281+91.9% | $3,885+111.4% | $5,850+40.4% |
| Admin fee / account holder | $7,797 | $6,171+26.4% | $5,351+45.7% | $11,596-32.8% |