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 | $251,018 | $112,096+123.9% | $95,952+161.6% | $158,922+58.0% |
| Participation rate | 81.8% | 79.0%+2.8pp | 77.1%+4.7pp | 82.0%-0.1pp |
| Annual return | 19.85% | 171.09%-151.2pp | 91.61%-71.8pp | 302.83%-283.0pp |
| Employer contribution / active EE | $3,812 | $3,198+19.2% | $2,541+50.0% | $4,761-19.9% |
| Participant deferral / active EE | $15,247 | $4,784+218.7% | $4,167+265.9% | $5,982+154.9% |
| Admin fee / account holder | $9,556 | $10,130-5.7% | $6,795+40.6% | $11,246-15.0% |