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 | $279,628 | $157,256+77.8% | $141,162+98.1% | $152,861+82.9% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.4%+3.3pp |
| Annual return | 16.14% | 64.32%-48.2pp | 71.39%-55.2pp | 345.32%-329.2pp |
| Employer contribution / active EE | $3,303 | $5,261-37.2% | $4,735-30.2% | $4,762-30.6% |
| Participant deferral / active EE | $9,921 | $7,109+39.5% | $6,709+47.9% | $5,850+69.6% |
| Admin fee / account holder | $13,118 | $12,120+8.2% | $10,261+27.8% | $11,596+13.1% |