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 | $296,961 | $104,907+183.1% | $84,611+251.0% | $152,861+94.3% |
| Participation rate | 70.0% | 74.8%-4.8pp | 68.2%+1.8pp | 82.4%-12.4pp |
| Annual return | 23.42% | 373.79%-350.4pp | 258.74%-235.3pp | 345.32%-321.9pp |
| Employer contribution / active EE | $1,435 | $3,302-56.5% | $2,652-45.9% | $4,762-69.9% |
| Participant deferral / active EE | $8,254 | $4,688+76.1% | $3,899+111.7% | $5,850+41.1% |
| Admin fee / account holder | $1,900 | $6,241-69.6% | $4,912-61.3% | $11,596-83.6% |