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 | $282,258 | $110,502+155.4% | $80,716+249.7% | $167,490+68.5% |
| Participation rate | 80.0% | 64.0%+16.0pp | 54.2%+25.8pp | 82.1%-2.1pp |
| Annual return | 14.29% | 120.54%-106.3pp | 87.28%-73.0pp | 478.56%-464.3pp |
| Employer contribution / active EE | $5,601 | $1,543+263.1% | $1,160+382.8% | $4,837+15.8% |
| Participant deferral / active EE | $7,688 | $2,871+167.8% | $2,146+258.3% | $6,341+21.2% |
| Admin fee / account holder | $2,291 | $4,545-49.6% | $3,380-32.2% | $12,309-81.4% |