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 | $268,623 | $126,519+112.3% | $106,201+152.9% | $145,959+84.0% |
| Participation rate | 84.6% | 77.7%+7.0pp | 75.3%+9.3pp | 80.3%+4.3pp |
| Annual return | 11.04% | 225.10%-214.1pp | 116.26%-105.2pp | 561.95%-550.9pp |
| Employer contribution / active EE | $5,461 | $3,726+46.6% | $3,170+72.3% | $4,661+17.2% |
| Participant deferral / active EE | $8,018 | $5,716+40.3% | $5,012+60.0% | $6,689+19.9% |
| Admin fee / account holder | $969 | $17,312-94.4% | $11,039-91.2% | $13,398-92.8% |