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 | $426,416 | $96,635+341.3% | $86,612+392.3% | $139,434+205.8% |
| Participation rate | 80.0% | 74.4%+5.6pp | 71.7%+8.3pp | 80.3%-0.3pp |
| Annual return | 33.35% | 106.41%-73.1pp | 591.07%-557.7pp | 372.94%-339.6pp |
| Employer contribution / active EE | $531 | $3,263-83.7% | $3,022-82.4% | $4,751-88.8% |
| Participant deferral / active EE | $1,160 | $4,836-76.0% | $4,438-73.9% | $6,710-82.7% |
| Admin fee / account holder | $31,966 | $6,408+398.9% | $5,614+469.4% | $11,403+180.3% |