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 | $269,335 | $106,890+152.0% | $84,015+220.6% | $152,861+76.2% |
| Participation rate | 85.7% | 75.2%+10.5pp | 69.0%+16.7pp | 82.4%+3.3pp |
| Annual return | 22.07% | 104.99%-82.9pp | 71.31%-49.2pp | 345.32%-323.2pp |
| Employer contribution / active EE | $2,248 | $2,734-17.8% | $1,983+13.4% | $4,762-52.8% |
| Participant deferral / active EE | $8,475 | $4,011+111.3% | $3,239+161.7% | $5,850+44.9% |
| Admin fee / account holder | $382 | $8,285-95.4% | $6,101-93.7% | $11,596-96.7% |