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 | $389,847 | $109,982+254.5% | $97,226+301.0% | $145,922+167.2% |
| Participation rate | 88.9% | 75.9%+12.9pp | 72.7%+16.2pp | 80.3%+8.6pp |
| Annual return | 11.44% | 242.90%-231.5pp | 75.13%-63.7pp | 561.29%-549.8pp |
| Employer contribution / active EE | $5,165 | $3,084+67.5% | $2,729+89.3% | $4,660+10.8% |
| Participant deferral / active EE | $11,035 | $4,676+136.0% | $4,264+158.8% | $6,688+65.0% |
| Admin fee / account holder | $2,310 | $6,221-62.9% | $5,654-59.1% | $13,397-82.8% |