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 | $342,933 | $165,984+106.6% | $164,813+108.1% | $145,922+135.0% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.1pp |
| Annual return | 17.21% | 100.03%-82.8pp | 69.93%-52.7pp | 561.29%-544.1pp |
| Employer contribution / active EE | $9,164 | $5,273+73.8% | $4,341+111.1% | $4,660+96.7% |
| Participant deferral / active EE | $14,012 | $6,959+101.4% | $6,031+132.3% | $6,688+109.5% |
| Admin fee / account holder | $1,034 | $16,648-93.8% | $12,690-91.9% | $13,397-92.3% |