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 | $352,396 | $81,460+332.6% | $103,333+241.0% | $80,856+335.8% |
| Participation rate | 93.9% | 66.8%+27.1pp | 74.5%+19.4pp | 67.6%+26.3pp |
| Annual return | 13.26% | 25.55%-12.3pp | 24.88%-11.6pp | 35.59%-22.3pp |
| Employer contribution / active EE | $7,813 | $3,105+151.6% | $3,868+102.0% | $2,755+183.6% |
| Participant deferral / active EE | $13,279 | $3,869+243.2% | $5,057+162.6% | $4,296+209.1% |
| Admin fee / account holder | $28,503 | $6,566+334.1% | $8,355+241.2% | $6,918+312.0% |