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 | $250,367 | $90,397+177.0% | $76,002+229.4% | $145,959+71.5% |
| Participation rate | 90.0% | 74.5%+15.5pp | 69.1%+20.9pp | 80.3%+9.7pp |
| Annual return | 12.32% | 621.97%-609.6pp | 360.07%-347.7pp | 561.95%-549.6pp |
| Employer contribution / active EE | $5,122 | $3,317+54.4% | $2,688+90.5% | $4,661+9.9% |
| Participant deferral / active EE | $13,967 | $5,163+170.5% | $4,257+228.1% | $6,689+108.8% |
| Admin fee / account holder | $4,302 | $8,369-48.6% | $6,414-32.9% | $13,398-67.9% |