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 | $267,027 | $171,164+56.0% | $127,761+109.0% | $152,861+74.7% |
| Participation rate | 94.7% | 83.4%+11.3pp | 79.0%+15.7pp | 82.4%+12.3pp |
| Annual return | 20.53% | 23.54%-3.0pp | 26.14%-5.6pp | 345.32%-324.8pp |
| Employer contribution / active EE | $11,326 | $5,447+107.9% | $4,574+147.6% | $4,762+137.8% |
| Participant deferral / active EE | $8,743 | $7,038+24.2% | $6,021+45.2% | $5,850+49.5% |
| Admin fee / account holder | $48,071 | $14,530+230.8% | $9,395+411.6% | $11,596+314.5% |