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 | $291,230 | $90,397+222.2% | $76,002+283.2% | $145,959+99.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 10.24% | 621.97%-611.7pp | 360.07%-349.8pp | 561.95%-551.7pp |
| Employer contribution / active EE | $2,815 | $3,317-15.2% | $2,688+4.7% | $4,661-39.6% |
| Participant deferral / active EE | $4,452 | $5,163-13.8% | $4,257+4.6% | $6,689-33.4% |
| Admin fee / account holder | $2,745 | $8,369-67.2% | $6,414-57.2% | $13,398-79.5% |