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 | $255,084 | $157,256+62.2% | $141,162+80.7% | $152,861+66.9% |
| Participation rate | 94.7% | 84.8%+9.9pp | 82.5%+12.3pp | 82.4%+12.3pp |
| Annual return | 46.14% | 64.32%-18.2pp | 71.39%-25.3pp | 345.32%-299.2pp |
| Employer contribution / active EE | $11,896 | $5,261+126.1% | $4,735+151.2% | $4,762+149.8% |
| Participant deferral / active EE | $11,152 | $7,109+56.9% | $6,709+66.2% | $5,850+90.6% |
| Admin fee / account holder | $14,379 | $12,120+18.6% | $10,261+40.1% | $11,596+24.0% |