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 | $258,055 | $159,602+61.7% | $150,045+72.0% | $142,382+81.2% |
| Participation rate | 70.6% | 84.0%-13.4pp | 82.3%-11.7pp | 80.1%-9.5pp |
| Annual return | 15.16% | 70.24%-55.1pp | 62.55%-47.4pp | 217.08%-201.9pp |
| Employer contribution / active EE | $982 | $4,961-80.2% | $4,693-79.1% | $4,299-77.2% |
| Participant deferral / active EE | $4,572 | $8,310-45.0% | $7,997-42.8% | $6,507-29.7% |
| Admin fee / account holder | $6,757 | $14,846-54.5% | $13,435-49.7% | $12,624-46.5% |