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 | $332,491 | $85,766+287.7% | $136,294+144.0% | $70,131+374.1% |
| Participation rate | 93.8% | 74.2%+19.6pp | 81.9%+11.8pp | 69.5%+24.2pp |
| Annual return | 14.84% | 31.45%-16.6pp | 5155.94%-5141.1pp | 73.14%-58.3pp |
| Employer contribution / active EE | $5,979 | $2,966+101.6% | $4,695+27.3% | $2,342+155.3% |
| Participant deferral / active EE | $9,491 | $5,051+87.9% | $6,247+51.9% | $3,332+184.9% |
| Admin fee / account holder | $25,823 | $5,420+376.4% | $9,243+179.4% | $4,645+455.9% |