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 | $290,788 | $118,680+145.0% | $98,907+194.0% | $158,922+83.0% |
| Participation rate | 88.9% | 77.8%+11.1pp | 76.0%+12.9pp | 82.0%+6.9pp |
| Annual return | 11.01% | 372.35%-361.3pp | 196.43%-185.4pp | 302.83%-291.8pp |
| Employer contribution / active EE | $1,458 | $3,333-56.3% | $2,689-45.8% | $4,761-69.4% |
| Participant deferral / active EE | $4,240 | $5,088-16.7% | $4,244-0.1% | $5,982-29.1% |
| Admin fee / account holder | $1,794 | $10,131-82.3% | $6,642-73.0% | $11,246-84.0% |