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 | $470,914 | $180,449+161.0% | $154,107+205.6% | $135,375+247.9% |
| Participation rate | 87.5% | 87.4%+0.1pp | 83.0%+4.5pp | 82.6%+4.9pp |
| Annual return | 8.75% | 888.09%-879.3pp | 735.12%-726.4pp | 519.73%-511.0pp |
| Employer contribution / active EE | $2,422 | $6,035-59.9% | $5,298-54.3% | $4,779-49.3% |
| Participant deferral / active EE | $3,000 | $5,806-48.3% | $5,081-41.0% | $5,609-46.5% |
| Admin fee / account holder | $3,706 | $16,143-77.0% | $13,411-72.4% | $10,827-65.8% |