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 | $285,271 | $115,770+146.4% | $101,248+181.8% | $158,922+79.5% |
| Participation rate | 92.9% | 79.4%+13.5pp | 75.8%+17.0pp | 82.0%+10.9pp |
| Annual return | 9.71% | 56.14%-46.4pp | 46.47%-36.8pp | 302.83%-293.1pp |
| Employer contribution / active EE | $12,559 | $4,175+200.9% | $3,660+243.2% | $4,761+163.8% |
| Participant deferral / active EE | $9,998 | $4,957+101.7% | $4,370+128.8% | $5,982+67.1% |
| Admin fee / account holder | $11,475 | $7,245+58.4% | $5,945+93.0% | $11,246+2.0% |