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 | $370,914 | $159,934+131.9% | $147,005+152.3% | $145,959+154.1% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 17.90% | 98.24%-80.3pp | 418.76%-400.9pp | 561.95%-544.1pp |
| Employer contribution / active EE | $4,205 | $5,287-20.5% | $4,934-14.8% | $4,661-9.8% |
| Participant deferral / active EE | $11,364 | $8,427+34.8% | $8,070+40.8% | $6,689+69.9% |
| Admin fee / account holder | $4,357 | $15,053-71.1% | $13,006-66.5% | $13,398-67.5% |