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 | $306,843 | $148,978+106.0% | $200,582+53.0% | $84,808+261.8% |
| Participation rate | 95.7% | 84.2%+11.4pp | 86.9%+8.8pp | 68.3%+27.3pp |
| Annual return | 19.84% | 28.16%-8.3pp | 42.33%-22.5pp | 40.90%-21.1pp |
| Employer contribution / active EE | $8,677 | $4,815+80.2% | $6,419+35.2% | $2,631+229.8% |
| Participant deferral / active EE | $19,522 | $7,142+173.3% | $9,331+109.2% | $4,212+363.5% |
| Admin fee / account holder | $3,584 | $13,977-74.4% | $16,305-78.0% | $7,344-51.2% |