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 | $343,081 | $102,245+235.5% | $89,340+284.0% | $137,256+150.0% |
| Participation rate | 83.3% | 74.9%+8.4pp | 69.6%+13.8pp | 80.0%+3.4pp |
| Annual return | 13.51% | 21.89%-8.4pp | 20.57%-7.1pp | 220.34%-206.8pp |
| Employer contribution / active EE | $8,333 | $2,529+229.5% | $2,231+273.5% | $4,156+100.5% |
| Participant deferral / active EE | $6,522 | $4,436+47.0% | $3,823+70.6% | $6,407+1.8% |
| Admin fee / account holder | $73,831 | $8,085+813.2% | $6,704+1001.4% | $12,270+501.7% |