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 | $313,244 | $105,859+195.9% | $90,160+247.4% | $147,584+112.2% |
| Participation rate | 91.7% | 79.7%+11.9pp | 76.9%+14.8pp | 82.8%+8.8pp |
| Annual return | 13.65% | 37.63%-24.0pp | 34.88%-21.2pp | 578.55%-564.9pp |
| Employer contribution / active EE | $2,151 | $4,126-47.9% | $3,318-35.2% | $4,876-55.9% |
| Participant deferral / active EE | $8,324 | $5,733+45.2% | $5,288+57.4% | $5,439+53.0% |
| Admin fee / account holder | $6,054 | $8,046-24.8% | $5,943+1.9% | $10,885-44.4% |