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 | $359,188 | $166,020+116.4% | $164,866+117.9% | $145,959+146.1% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.6%+8.9pp | 80.3%+7.2pp |
| Annual return | 17.81% | 100.08%-82.3pp | 69.97%-52.2pp | 561.95%-544.1pp |
| Employer contribution / active EE | $11,382 | $5,275+115.8% | $4,343+162.1% | $4,661+144.2% |
| Participant deferral / active EE | $16,260 | $6,961+133.6% | $6,033+169.5% | $6,689+143.1% |
| Admin fee / account holder | $4,233 | $16,644-74.6% | $12,689-66.6% | $13,398-68.4% |