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 3-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 | $264,638 | $99,921+164.8% | $85,009+211.3% | $145,959+81.3% |
| Participation rate | 83.3% | 74.1%+9.2pp | 67.5%+15.8pp | 80.3%+3.0pp |
| Annual return | 13.77% | 83.89%-70.1pp | 66.47%-52.7pp | 561.95%-548.2pp |
| Employer contribution / active EE | $4,486 | $3,233+38.8% | $2,728+64.4% | $4,661-3.7% |
| Participant deferral / active EE | $11,381 | $5,293+115.0% | $4,522+151.7% | $6,689+70.2% |
| Admin fee / account holder | $12,413 | $7,252+71.2% | $6,153+101.7% | $13,398-7.4% |