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 | $301,868 | $152,460+98.0% | $118,746+154.2% | $147,584+104.5% |
| Participation rate | 87.5% | 82.3%+5.2pp | 78.3%+9.2pp | 82.8%+4.7pp |
| Annual return | 18.67% | 17.41%+1.3pp | 24.54%-5.9pp | 578.55%-559.9pp |
| Employer contribution / active EE | $18,297 | $5,046+262.6% | $4,193+336.4% | $4,876+275.2% |
| Participant deferral / active EE | $8,543 | $6,212+37.5% | $5,332+60.2% | $5,439+57.1% |
| Admin fee / account holder | $12,331 | $16,953-27.3% | $10,720+15.0% | $10,885+13.3% |