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 | $311,328 | $159,901+94.7% | $146,958+111.8% | $145,922+113.4% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 11.59% | 98.13%-86.5pp | 418.34%-406.7pp | 561.29%-549.7pp |
| Employer contribution / active EE | $4,956 | $5,286-6.2% | $4,933+0.5% | $4,660+6.4% |
| Participant deferral / active EE | $10,844 | $8,428+28.7% | $8,070+34.4% | $6,688+62.1% |
| Admin fee / account holder | $2,018 | $15,044-86.6% | $12,998-84.5% | $13,397-84.9% |