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 | $300,263 | $133,958+124.1% | $112,228+167.5% | $134,475+123.3% |
| Participation rate | 87.5% | 78.6%+8.9pp | 75.1%+12.4pp | 81.2%+6.3pp |
| Annual return | 11.84% | 47.11%-35.3pp | 27.45%-15.6pp | 417.96%-406.1pp |
| Employer contribution / active EE | $24,160 | $4,038+498.3% | $3,635+564.7% | $4,740+409.7% |
| Participant deferral / active EE | $11,506 | $5,291+117.5% | $4,728+143.3% | $6,400+79.8% |
| Admin fee / account holder | $5,070 | $7,489-32.3% | $6,410-20.9% | $11,426-55.6% |