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 | $355,674 | $172,478+106.2% | $145,661+144.2% | $142,382+149.8% |
| Participation rate | 87.5% | 80.1%+7.4pp | 77.2%+10.3pp | 80.1%+7.4pp |
| Annual return | 16.64% | 151.09%-134.5pp | 101.46%-84.8pp | 217.08%-200.4pp |
| Employer contribution / active EE | $15,768 | $4,899+221.8% | $4,238+272.1% | $4,299+266.8% |
| Participant deferral / active EE | $7,803 | $8,348-6.5% | $7,198+8.4% | $6,507+19.9% |
| Admin fee / account holder | $865 | $16,864-94.9% | $12,466-93.1% | $12,624-93.2% |