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 | $311,870 | $118,680+162.8% | $98,907+215.3% | $158,922+96.2% |
| Participation rate | 92.3% | 77.8%+14.5pp | 76.0%+16.3pp | 82.0%+10.3pp |
| Annual return | 14.93% | 372.35%-357.4pp | 196.43%-181.5pp | 302.83%-287.9pp |
| Employer contribution / active EE | $11,318 | $3,333+239.6% | $2,689+320.9% | $4,761+137.7% |
| Participant deferral / active EE | $7,413 | $5,088+45.7% | $4,244+74.7% | $5,982+23.9% |
| Admin fee / account holder | $2,380 | $10,131-76.5% | $6,642-64.2% | $11,246-78.8% |