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 | $265,901 | $104,664+154.1% | $85,682+210.3% | $167,490+58.8% |
| Participation rate | 92.3% | 76.4%+15.9pp | 69.9%+22.4pp | 82.1%+10.2pp |
| Annual return | 14.60% | 21.45%-6.8pp | 21.49%-6.9pp | 478.56%-464.0pp |
| Employer contribution / active EE | $1,816 | $3,337-45.6% | $2,618-30.6% | $4,837-62.5% |
| Participant deferral / active EE | $13,174 | $4,824+173.1% | $3,923+235.8% | $6,341+107.8% |
| Admin fee / account holder | $351 | $10,032-96.5% | $6,873-94.9% | $12,309-97.1% |