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 | $252,812 | $97,125+160.3% | $86,233+193.2% | $137,256+84.2% |
| Participation rate | 95.5% | 74.2%+21.3pp | 69.0%+26.4pp | 80.0%+15.5pp |
| Annual return | 16.97% | 74.19%-57.2pp | 61.39%-44.4pp | 220.34%-203.4pp |
| Employer contribution / active EE | $3,723 | $2,841+31.0% | $2,504+48.6% | $4,156-10.4% |
| Participant deferral / active EE | $14,236 | $5,180+174.8% | $4,559+212.2% | $6,407+122.2% |
| Admin fee / account holder | $381 | $9,725-96.1% | $8,342-95.4% | $12,270-96.9% |