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 | $286,276 | $112,881+153.6% | $90,951+214.8% | $158,922+80.1% |
| Participation rate | 85.7% | 74.7%+11.0pp | 69.0%+16.7pp | 82.0%+3.8pp |
| Annual return | 12.58% | 215.79%-203.2pp | 134.60%-122.0pp | 302.83%-290.3pp |
| Employer contribution / active EE | $7,143 | $2,893+146.9% | $2,122+236.6% | $4,761+50.0% |
| Participant deferral / active EE | $4,881 | $4,128+18.2% | $3,373+44.7% | $5,982-18.4% |
| Admin fee / account holder | $81,067 | $8,041+908.2% | $5,959+1260.5% | $11,246+620.9% |