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 | $267,566 | $96,635+176.9% | $86,612+208.9% | $139,434+91.9% |
| Participation rate | 80.0% | 74.4%+5.6pp | 71.7%+8.3pp | 80.3%-0.3pp |
| Annual return | 28.37% | 106.41%-78.0pp | 591.07%-562.7pp | 372.94%-344.6pp |
| Employer contribution / active EE | $736 | $3,263-77.4% | $3,022-75.6% | $4,751-84.5% |
| Participant deferral / active EE | $5,916 | $4,836+22.3% | $4,438+33.3% | $6,710-11.8% |
| Admin fee / account holder | $1,763 | $6,408-72.5% | $5,614-68.6% | $11,403-84.5% |