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 | $284,807 | $110,809+157.0% | $86,874+227.8% | $167,490+70.0% |
| Participation rate | 88.2% | 75.8%+12.4pp | 71.6%+16.6pp | 82.1%+6.1pp |
| Annual return | 13.81% | 116.98%-103.2pp | 63.52%-49.7pp | 478.56%-464.8pp |
| Employer contribution / active EE | $4,149 | $3,244+27.9% | $2,495+66.3% | $4,837-14.2% |
| Participant deferral / active EE | $10,777 | $4,546+137.1% | $3,699+191.3% | $6,341+69.9% |
| Admin fee / account holder | $21,672 | $8,415+157.5% | $5,828+271.9% | $12,309+76.1% |