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 | $391,037 | $159,901+144.5% | $146,958+166.1% | $145,922+168.0% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | 12.68% | 98.13%-85.5pp | 418.34%-405.7pp | 561.29%-548.6pp |
| Employer contribution / active EE | $3,358 | $5,286-36.5% | $4,933-31.9% | $4,660-27.9% |
| Participant deferral / active EE | $11,104 | $8,428+31.7% | $8,070+37.6% | $6,688+66.0% |
| Admin fee / account holder | $2,436 | $15,044-83.8% | $12,998-81.3% | $13,397-81.8% |