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 | $270,598 | $159,901+69.2% | $146,958+84.1% | $145,922+85.4% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 16.07% | 98.13%-82.1pp | 418.34%-402.3pp | 561.29%-545.2pp |
| Employer contribution / active EE | $3,955 | $5,286-25.2% | $4,933-19.8% | $4,660-15.1% |
| Participant deferral / active EE | $9,706 | $8,428+15.2% | $8,070+20.3% | $6,688+45.1% |
| Admin fee / account holder | $18,731 | $15,044+24.5% | $12,998+44.1% | $13,397+39.8% |