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 | $432,743 | $175,202+147.0% | $149,673+189.1% | $139,434+210.4% |
| Participation rate | 77.8% | 83.4%-5.6pp | 78.8%-1.0pp | 80.3%-2.5pp |
| Annual return | 19.16% | 166.71%-147.5pp | 134.42%-115.3pp | 372.94%-353.8pp |
| Employer contribution / active EE | $1,237 | $5,474-77.4% | $4,818-74.3% | $4,751-74.0% |
| Participant deferral / active EE | $6,207 | $6,519-4.8% | $5,680+9.3% | $6,710-7.5% |
| Admin fee / account holder | $2,498 | $16,150-84.5% | $13,210-81.1% | $11,403-78.1% |