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 | $367,303 | $176,812+107.7% | $146,665+150.4% | $167,490+119.3% |
| Participation rate | 80.0% | 83.6%-3.6pp | 80.1%-0.1pp | 82.1%-2.1pp |
| Annual return | 12.78% | 24.03%-11.3pp | 22.74%-10.0pp | 478.56%-465.8pp |
| Employer contribution / active EE | $3,338 | $5,160-35.3% | $4,136-19.3% | $4,837-31.0% |
| Participant deferral / active EE | $13,464 | $6,440+109.1% | $5,506+144.5% | $6,341+112.3% |
| Admin fee / account holder | $21,512 | $13,259+62.2% | $10,280+109.3% | $12,309+74.8% |