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 | $387,618 | $96,635+301.1% | $86,612+347.5% | $139,434+178.0% |
| Participation rate | 77.8% | 74.4%+3.4pp | 71.7%+6.1pp | 80.3%-2.5pp |
| Annual return | 28.39% | 106.41%-78.0pp | 591.07%-562.7pp | 372.94%-344.5pp |
| Employer contribution / active EE | $5,270 | $3,263+61.5% | $3,022+74.4% | $4,751+10.9% |
| Participant deferral / active EE | $12,328 | $4,836+154.9% | $4,438+177.8% | $6,710+83.7% |
| Admin fee / account holder | $8,509 | $6,408+32.8% | $5,614+51.6% | $11,403-25.4% |