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 | $651,598 | $165,984+292.6% | $164,813+295.4% | $145,922+346.5% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 14.96% | 100.03%-85.1pp | 69.93%-55.0pp | 561.29%-546.3pp |
| Employer contribution / active EE | $4,313 | $5,273-18.2% | $4,341-0.6% | $4,660-7.4% |
| Participant deferral / active EE | $15,660 | $6,959+125.0% | $6,031+159.6% | $6,688+134.2% |
| Admin fee / account holder | $7,420 | $16,648-55.4% | $12,690-41.5% | $13,397-44.6% |