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 | $310,877 | $107,452+189.3% | $91,541+239.6% | $142,382+118.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 14.25% | 22.06%-7.8pp | 20.50%-6.3pp | 217.08%-202.8pp |
| Employer contribution / active EE | $900 | $2,994-69.9% | $2,505-64.1% | $4,299-79.1% |
| Participant deferral / active EE | $2,250 | $4,754-52.7% | $4,008-43.9% | $6,507-65.4% |
| Admin fee / account holder | $418 | $8,834-95.3% | $6,956-94.0% | $12,624-96.7% |