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 | $306,863 | $95,266+222.1% | $82,389+272.5% | $142,382+115.5% |
| Participation rate | 92.3% | 74.5%+17.8pp | 69.5%+22.8pp | 80.1%+12.2pp |
| Annual return | 14.83% | 25.74%-10.9pp | 28.67%-13.8pp | 217.08%-202.2pp |
| Employer contribution / active EE | $7,947 | $2,991+165.7% | $2,517+215.7% | $4,299+84.9% |
| Participant deferral / active EE | $14,623 | $4,809+204.1% | $4,155+252.0% | $6,507+124.7% |
| Admin fee / account holder | $30,607 | $8,563+257.4% | $7,231+323.3% | $12,624+142.5% |