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 | $265,861 | $127,264+108.9% | $109,895+141.9% | $167,490+58.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 11.27% | 22.97%-11.7pp | 29.45%-18.2pp | 478.56%-467.3pp |
| Employer contribution / active EE | $478 | $3,322-85.6% | $2,842-83.2% | $4,837-90.1% |
| Participant deferral / active EE | $7,080 | $4,514+56.8% | $4,048+74.9% | $6,341+11.7% |
| Admin fee / account holder | $15,904 | $7,114+123.6% | $6,066+162.2% | $12,309+29.2% |