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 | $372,068 | $165,984+124.2% | $164,813+125.8% | $145,922+155.0% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.6%+7.1pp | 80.3%+5.4pp |
| Annual return | 13.90% | 100.03%-86.1pp | 69.93%-56.0pp | 561.29%-547.4pp |
| Employer contribution / active EE | $3,352 | $5,273-36.4% | $4,341-22.8% | $4,660-28.1% |
| Participant deferral / active EE | $16,660 | $6,959+139.4% | $6,031+176.2% | $6,688+149.1% |
| Admin fee / account holder | $8,333 | $16,648-49.9% | $12,690-34.3% | $13,397-37.8% |