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 | $390,955 | $176,812+121.1% | $146,665+166.6% | $167,490+133.4% |
| Participation rate | 91.7% | 83.6%+8.1pp | 80.1%+11.6pp | 82.1%+9.6pp |
| Annual return | 14.15% | 24.03%-9.9pp | 22.74%-8.6pp | 478.56%-464.4pp |
| Employer contribution / active EE | $8,571 | $5,160+66.1% | $4,136+107.2% | $4,837+77.2% |
| Participant deferral / active EE | $6,771 | $6,440+5.1% | $5,506+23.0% | $6,341+6.8% |
| Admin fee / account holder | $2,570 | $13,259-80.6% | $10,280-75.0% | $12,309-79.1% |