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 | $165,584+114.8% | $142,942+148.8% | $137,256+159.1% |
| Participation rate | 87.5% | 80.1%+7.4pp | 76.8%+10.7pp | 80.0%+7.5pp |
| Annual return | 16.64% | 164.22%-147.6pp | 113.70%-97.1pp | 220.34%-203.7pp |
| Employer contribution / active EE | $15,768 | $4,725+233.7% | $4,139+280.9% | $4,156+279.4% |
| Participant deferral / active EE | $7,803 | $8,194-4.8% | $7,128+9.5% | $6,407+21.8% |
| Admin fee / account holder | $865 | $16,167-94.7% | $12,475-93.1% | $12,270-93.0% |