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 | $257,477 | $99,877+157.8% | $84,966+203.0% | $145,922+76.4% |
| Participation rate | 88.9% | 74.1%+14.8pp | 67.5%+21.4pp | 80.3%+8.6pp |
| Annual return | 17.58% | 83.76%-66.2pp | 66.38%-48.8pp | 561.29%-543.7pp |
| Employer contribution / active EE | $5,081 | $3,231+57.2% | $2,727+86.3% | $4,660+9.0% |
| Participant deferral / active EE | $12,615 | $5,291+138.5% | $4,519+179.1% | $6,688+88.6% |
| Admin fee / account holder | $1,436 | $7,248-80.2% | $6,149-76.6% | $13,397-89.3% |