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 | $360,409 | $157,256+129.2% | $141,162+155.3% | $152,861+135.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 19.87% | 64.32%-44.5pp | 71.39%-51.5pp | 345.32%-325.4pp |
| Employer contribution / active EE | $1,528 | $5,261-71.0% | $4,735-67.7% | $4,762-67.9% |
| Participant deferral / active EE | $6,704 | $7,109-5.7% | $6,709-0.1% | $5,850+14.6% |
| Admin fee / account holder | $12,515 | $12,120+3.3% | $10,261+22.0% | $11,596+7.9% |