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 | $647,541 | $183,519+252.8% | $155,509+316.4% | $145,922+343.8% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.1pp |
| Annual return | 25.59% | 61.17%-35.6pp | 64.67%-39.1pp | 561.29%-535.7pp |
| Employer contribution / active EE | $3,093 | $5,313-41.8% | $4,672-33.8% | $4,660-33.6% |
| Participant deferral / active EE | $10,537 | $6,462+63.1% | $5,626+87.3% | $6,688+57.6% |
| Admin fee / account holder | $9,163 | $19,313-52.6% | $15,912-42.4% | $13,397-31.6% |