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 | $287,128 | $96,635+197.1% | $86,612+231.5% | $139,434+105.9% |
| Participation rate | 85.7% | 74.4%+11.3pp | 71.7%+14.0pp | 80.3%+5.4pp |
| Annual return | 13.32% | 106.41%-93.1pp | 591.07%-577.7pp | 372.94%-359.6pp |
| Employer contribution / active EE | $11,752 | $3,263+260.2% | $3,022+288.8% | $4,751+147.4% |
| Participant deferral / active EE | $14,932 | $4,836+208.8% | $4,438+236.5% | $6,710+122.5% |
| Admin fee / account holder | $1,682 | $6,408-73.7% | $5,614-70.0% | $11,403-85.2% |