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 | $431,689 | $165,984+160.1% | $164,813+161.9% | $145,922+195.8% |
| Participation rate | 72.2% | 82.0%-9.8pp | 78.6%-6.4pp | 80.3%-8.1pp |
| Annual return | 12.08% | 100.03%-88.0pp | 69.93%-57.9pp | 561.29%-549.2pp |
| Employer contribution / active EE | $8,172 | $5,273+55.0% | $4,341+88.3% | $4,660+75.4% |
| Participant deferral / active EE | $9,025 | $6,959+29.7% | $6,031+49.6% | $6,688+35.0% |
| Admin fee / account holder | $533 | $16,648-96.8% | $12,690-95.8% | $13,397-96.0% |