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 | $330,738 | $159,901+106.8% | $146,958+125.1% | $145,922+126.7% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 23.35% | 98.13%-74.8pp | 418.34%-395.0pp | 561.29%-537.9pp |
| Employer contribution / active EE | $2,120 | $5,286-59.9% | $4,933-57.0% | $4,660-54.5% |
| Participant deferral / active EE | $8,646 | $8,428+2.6% | $8,070+7.1% | $6,688+29.3% |
| Admin fee / account holder | $11,172 | $15,044-25.7% | $12,998-14.1% | $13,397-16.6% |