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 | $288,820 | $154,117+87.4% | $129,995+122.2% | $139,434+107.1% |
| Participation rate | 93.3% | 82.0%+11.4pp | 78.5%+14.8pp | 80.3%+13.0pp |
| Annual return | 11.66% | 32.48%-20.8pp | -137.18%+148.8pp | 372.94%-361.3pp |
| Employer contribution / active EE | $1,763 | $5,289-66.7% | $4,320-59.2% | $4,751-62.9% |
| Participant deferral / active EE | $4,424 | $6,710-34.1% | $5,820-24.0% | $6,710-34.1% |
| Admin fee / account holder | $20,203 | $14,007+44.2% | $10,614+90.3% | $11,403+77.2% |