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 | $347,755 | $190,805+82.3% | $159,960+117.4% | $134,475+158.6% |
| Participation rate | 77.8% | 81.9%-4.2pp | 78.0%-0.2pp | 81.2%-3.4pp |
| Annual return | -18.77% | 552.23%-571.0pp | 408.60%-427.4pp | 417.96%-436.7pp |
| Employer contribution / active EE | $5,394 | $4,995+8.0% | $4,226+27.6% | $4,740+13.8% |
| Participant deferral / active EE | $13,091 | $6,923+89.1% | $6,182+111.7% | $6,400+104.6% |
| Admin fee / account holder | $12,095 | $10,471+15.5% | $8,698+39.1% | $11,426+5.9% |