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 | $345,754 | $217,402+59.0% | $185,823+86.1% | $167,490+106.4% |
| Participation rate | 77.8% | 86.0%-8.3pp | 81.7%-3.9pp | 82.1%-4.3pp |
| Annual return | 15.11% | 148.36%-133.3pp | 122.05%-106.9pp | 478.56%-463.4pp |
| Employer contribution / active EE | $2,616 | $5,873-55.5% | $5,167-49.4% | $4,837-45.9% |
| Participant deferral / active EE | $8,524 | $6,356+34.1% | $5,568+53.1% | $6,341+34.4% |
| Admin fee / account holder | $43,300 | $19,811+118.6% | $16,237+166.7% | $12,309+251.8% |