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 | $363,840 | $148,534+145.0% | $135,903+167.7% | $139,434+160.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.87% | 79.19%-58.3pp | 68.23%-47.4pp | 372.94%-352.1pp |
| Employer contribution / active EE | $3,858 | $5,243-26.4% | $4,856-20.6% | $4,751-18.8% |
| Participant deferral / active EE | $18,309 | $8,100+126.0% | $7,758+136.0% | $6,710+172.9% |
| Admin fee / account holder | $1,169 | $12,400-90.6% | $10,762-89.1% | $11,403-89.7% |