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 | $273,322 | $85,022+221.5% | $70,515+287.6% | $139,434+96.0% |
| Participation rate | 92.3% | 73.9%+18.4pp | 68.3%+24.0pp | 80.3%+12.0pp |
| Annual return | 21.62% | 30.38%-8.8pp | 32.77%-11.2pp | 372.94%-351.3pp |
| Employer contribution / active EE | $1,877 | $3,909-52.0% | $2,973-36.9% | $4,751-60.5% |
| Participant deferral / active EE | $13,790 | $5,890+134.1% | $4,567+202.0% | $6,710+105.5% |
| Admin fee / account holder | $369 | $8,906-95.9% | $6,412-94.2% | $11,403-96.8% |