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 | $347,682 | $115,770+200.3% | $101,248+243.4% | $158,922+118.8% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 24.49% | 56.14%-31.6pp | 46.47%-22.0pp | 302.83%-278.3pp |
| Employer contribution / active EE | $10,976 | $4,175+162.9% | $3,660+199.9% | $4,761+130.5% |
| Participant deferral / active EE | $8,665 | $4,957+74.8% | $4,370+98.3% | $5,982+44.9% |
| Admin fee / account holder | $1,652 | $7,245-77.2% | $5,945-72.2% | $11,246-85.3% |