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 | $384,797 | $133,922+187.3% | $116,228+231.1% | $142,382+170.3% |
| Participation rate | 85.7% | 77.9%+7.9pp | 74.6%+11.2pp | 80.1%+5.6pp |
| Annual return | 15.36% | 147.76%-132.4pp | 90.06%-74.7pp | 217.08%-201.7pp |
| Employer contribution / active EE | $2,370 | $3,446-31.2% | $2,994-20.9% | $4,299-44.9% |
| Participant deferral / active EE | $7,595 | $5,672+33.9% | $4,953+53.3% | $6,507+16.7% |
| Admin fee / account holder | $1,326 | $14,945-91.1% | $11,989-88.9% | $12,624-89.5% |