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 | $286,643 | $166,020+72.7% | $164,866+73.9% | $145,959+96.4% |
| Participation rate | 90.9% | 82.0%+8.9pp | 78.6%+12.3pp | 80.3%+10.6pp |
| Annual return | 11.69% | 100.08%-88.4pp | 69.97%-58.3pp | 561.95%-550.3pp |
| Employer contribution / active EE | $5,696 | $5,275+8.0% | $4,343+31.2% | $4,661+22.2% |
| Participant deferral / active EE | $5,705 | $6,961-18.0% | $6,033-5.4% | $6,689-14.7% |
| Admin fee / account holder | $1,882 | $16,644-88.7% | $12,689-85.2% | $13,398-86.0% |