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 | $287,992 | $201,272+43.1% | $184,203+56.3% | $145,922+97.4% |
| Participation rate | 87.5% | 87.5%0pp | 86.8%+0.7pp | 80.3%+7.2pp |
| Annual return | 19.15% | 29.00%-9.9pp | 28.81%-9.7pp | 561.29%-542.1pp |
| Employer contribution / active EE | $1,996 | $7,022-71.6% | $6,427-68.9% | $4,660-57.2% |
| Participant deferral / active EE | $8,536 | $9,806-13.0% | $9,131-6.5% | $6,688+27.6% |
| Admin fee / account holder | $1,785 | $16,364-89.1% | $13,901-87.2% | $13,397-86.7% |