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 | $283,415 | $165,912+70.8% | $122,332+131.7% | $147,584+92.0% |
| Participation rate | 86.7% | 79.6%+7.1pp | 71.6%+15.0pp | 82.8%+3.8pp |
| Annual return | 12.85% | 34.55%-21.7pp | 30.27%-17.4pp | 578.55%-565.7pp |
| Employer contribution / active EE | $9,149 | $5,754+59.0% | $4,050+125.9% | $4,876+87.6% |
| Participant deferral / active EE | $8,485 | $4,005+111.9% | $3,287+158.2% | $5,439+56.0% |
| Admin fee / account holder | $7,747 | $7,424+4.4% | $5,478+41.4% | $10,885-28.8% |