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 4-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 | $328,759 | $95,561+244.0% | $77,163+326.1% | $139,434+135.8% |
| Participation rate | 85.7% | 73.9%+11.8pp | 69.6%+16.1pp | 80.3%+5.4pp |
| Annual return | 16.85% | 54.92%-38.1pp | 37.87%-21.0pp | 372.94%-356.1pp |
| Employer contribution / active EE | $8,104 | $3,147+157.5% | $2,535+219.7% | $4,751+70.6% |
| Participant deferral / active EE | $13,933 | $4,624+201.4% | $3,833+263.5% | $6,710+107.6% |
| Admin fee / account holder | $6,446 | $8,295-22.3% | $5,472+17.8% | $11,403-43.5% |