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 | $380,159 | $165,984+129.0% | $164,813+130.7% | $145,922+160.5% |
| Participation rate | 92.3% | 82.0%+10.3pp | 78.6%+13.7pp | 80.3%+12.0pp |
| Annual return | 12.81% | 100.03%-87.2pp | 69.93%-57.1pp | 561.29%-548.5pp |
| Employer contribution / active EE | $5,757 | $5,273+9.2% | $4,341+32.6% | $4,660+23.5% |
| Participant deferral / active EE | $14,929 | $6,959+114.5% | $6,031+147.5% | $6,688+123.2% |
| Admin fee / account holder | $8,508 | $16,648-48.9% | $12,690-33.0% | $13,397-36.5% |