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 | $344,788 | $91,552+276.6% | $133,956+157.4% | $79,858+331.8% |
| Participation rate | 96.0% | 73.3%+22.7pp | 79.8%+16.2pp | 69.6%+26.4pp |
| Annual return | 11.86% | 61.85%-50.0pp | 45.09%-33.2pp | 31.71%-19.9pp |
| Employer contribution / active EE | $4,320 | $2,384+81.2% | $3,919+10.2% | $2,471+74.8% |
| Participant deferral / active EE | $1,766 | $3,733-52.7% | $5,048-65.0% | $3,740-52.8% |
| Admin fee / account holder | $11,669 | $6,321+84.6% | $8,927+30.7% | $5,306+119.9% |