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 | $267,066 | $154,117+73.3% | $129,995+105.4% | $139,434+91.5% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.5%+1.5pp | 80.3%-0.3pp |
| Annual return | 15.72% | 32.48%-16.8pp | -137.18%+152.9pp | 372.94%-357.2pp |
| Employer contribution / active EE | $3,560 | $5,289-32.7% | $4,320-17.6% | $4,751-25.1% |
| Participant deferral / active EE | $9,338 | $6,710+39.2% | $5,820+60.4% | $6,710+39.2% |
| Admin fee / account holder | $611 | $14,007-95.6% | $10,614-94.2% | $11,403-94.6% |