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 | $318,999 | $165,984+92.2% | $164,813+93.6% | $145,922+118.6% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.6%+11.4pp | 80.3%+9.7pp |
| Annual return | 12.49% | 100.03%-87.5pp | 69.93%-57.4pp | 561.29%-548.8pp |
| Employer contribution / active EE | $2,405 | $5,273-54.4% | $4,341-44.6% | $4,660-48.4% |
| Participant deferral / active EE | $7,317 | $6,959+5.1% | $6,031+21.3% | $6,688+9.4% |
| Admin fee / account holder | $20,049 | $16,648+20.4% | $12,690+58.0% | $13,397+49.7% |