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 | $267,885 | $183,519+46.0% | $155,509+72.3% | $145,922+83.6% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 15.44% | 61.17%-45.7pp | 64.67%-49.2pp | 561.29%-545.9pp |
| Employer contribution / active EE | $4,705 | $5,313-11.4% | $4,672+0.7% | $4,660+1.0% |
| Participant deferral / active EE | $13,987 | $6,462+116.4% | $5,626+148.6% | $6,688+109.2% |
| Admin fee / account holder | $2,127 | $19,313-89.0% | $15,912-86.6% | $13,397-84.1% |