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 | $256,673 | $115,770+121.7% | $101,248+153.5% | $158,922+61.5% |
| Participation rate | 93.3% | 79.4%+14.0pp | 75.8%+17.5pp | 82.0%+11.4pp |
| Annual return | 19.71% | 56.14%-36.4pp | 46.47%-26.8pp | 302.83%-283.1pp |
| Employer contribution / active EE | $9,412 | $4,175+125.5% | $3,660+157.2% | $4,761+97.7% |
| Participant deferral / active EE | $5,069 | $4,957+2.3% | $4,370+16.0% | $5,982-15.3% |
| Admin fee / account holder | $13,101 | $7,245+80.8% | $5,945+120.3% | $11,246+16.5% |