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 | $426,627 | $183,519+132.5% | $155,509+174.3% | $145,922+192.4% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 38.45% | 61.17%-22.7pp | 64.67%-26.2pp | 561.29%-522.8pp |
| Employer contribution / active EE | $15,836 | $5,313+198.1% | $4,672+238.9% | $4,660+239.9% |
| Participant deferral / active EE | $9,433 | $6,462+46.0% | $5,626+67.7% | $6,688+41.0% |
| Admin fee / account holder | $979 | $19,313-94.9% | $15,912-93.8% | $13,397-92.7% |