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 | $250,926 | $158,398+58.4% | $126,539+98.3% | $142,382+76.2% |
| Participation rate | 75.0% | 75.8%-0.8pp | 69.8%+5.2pp | 80.1%-5.1pp |
| Annual return | 23.09% | 593.76%-570.7pp | 425.95%-402.9pp | 217.08%-194.0pp |
| Employer contribution / active EE | $6,733 | $4,650+44.8% | $3,674+83.3% | $4,299+56.6% |
| Participant deferral / active EE | $14,519 | $4,767+204.6% | $4,083+255.6% | $6,507+123.1% |
| Admin fee / account holder | $401 | $6,918-94.2% | $6,065-93.4% | $12,624-96.8% |