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 | $385,557 | $165,984+132.3% | $164,813+133.9% | $145,922+164.2% |
| Participation rate | 90.9% | 82.0%+8.9pp | 78.6%+12.3pp | 80.3%+10.6pp |
| Annual return | 12.96% | 100.03%-87.1pp | 69.93%-57.0pp | 561.29%-548.3pp |
| Employer contribution / active EE | $6,289 | $5,273+19.3% | $4,341+44.9% | $4,660+35.0% |
| Participant deferral / active EE | $14,127 | $6,959+103.0% | $6,031+134.2% | $6,688+111.2% |
| Admin fee / account holder | $10,536 | $16,648-36.7% | $12,690-17.0% | $13,397-21.4% |