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 | $425,911 | $176,056+141.9% | $159,436+167.1% | $167,490+154.3% |
| Participation rate | 77.8% | 84.9%-7.2pp | 82.8%-5.0pp | 82.1%-4.3pp |
| Annual return | 18.96% | 331.75%-312.8pp | 263.57%-244.6pp | 478.56%-459.6pp |
| Employer contribution / active EE | $1,864 | $5,297-64.8% | $4,829-61.4% | $4,837-61.5% |
| Participant deferral / active EE | $6,601 | $7,750-14.8% | $7,352-10.2% | $6,341+4.1% |
| Admin fee / account holder | $9,978 | $12,554-20.5% | $10,799-7.6% | $12,309-18.9% |