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 | $396,221 | $86,286+359.2% | $111,297+256.0% | $85,850+361.5% |
| Participation rate | 71.4% | 73.3%-1.9pp | 77.3%-5.9pp | 69.3%+2.1pp |
| Annual return | 13.25% | 19.99%-6.7pp | 54.65%-41.4pp | 318.53%-305.3pp |
| Employer contribution / active EE | $2,086 | $2,043+2.1% | $2,731-23.6% | $2,565-18.7% |
| Participant deferral / active EE | $8,141 | $3,641+123.6% | $4,487+81.4% | $3,952+106.0% |
| Admin fee / account holder | $27,239 | $8,188+232.7% | $7,964+242.0% | $6,260+335.1% |