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 | $253,394 | $100,773+151.5% | $88,946+184.9% | $142,382+78.0% |
| Participation rate | 88.9% | 74.3%+14.6pp | 68.8%+20.0pp | 80.1%+8.8pp |
| Annual return | 22.21% | 70.18%-48.0pp | 57.82%-35.6pp | 217.08%-194.9pp |
| Employer contribution / active EE | $2,383 | $2,918-18.3% | $2,555-6.7% | $4,299-44.6% |
| Participant deferral / active EE | $7,550 | $5,230+44.4% | $4,581+64.8% | $6,507+16.0% |
| Admin fee / account holder | $1,387 | $9,693-85.7% | $8,261-83.2% | $12,624-89.0% |