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 | $492,076 | $183,592+168.0% | $155,567+216.3% | $145,959+237.1% |
| Participation rate | 73.3% | 82.7%-9.3pp | 78.2%-4.9pp | 80.3%-7.0pp |
| Annual return | 17.13% | 61.24%-44.1pp | 64.74%-47.6pp | 561.95%-544.8pp |
| Employer contribution / active EE | $2,337 | $5,315-56.0% | $4,674-50.0% | $4,661-49.9% |
| Participant deferral / active EE | $5,980 | $6,464-7.5% | $5,628+6.3% | $6,689-10.6% |
| Admin fee / account holder | $372 | $19,318-98.1% | $15,916-97.7% | $13,398-97.2% |