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 | $289,145 | $165,984+74.2% | $164,813+75.4% | $145,922+98.2% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.6%+8.9pp | 80.3%+7.2pp |
| Annual return | 14.35% | 100.03%-85.7pp | 69.93%-55.6pp | 561.29%-546.9pp |
| Employer contribution / active EE | $3,497 | $5,273-33.7% | $4,341-19.4% | $4,660-24.9% |
| Participant deferral / active EE | $7,625 | $6,959+9.6% | $6,031+26.4% | $6,688+14.0% |
| Admin fee / account holder | $9,686 | $16,648-41.8% | $12,690-23.7% | $13,397-27.7% |