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 | $257,565 | $115,770+122.5% | $101,248+154.4% | $158,922+62.1% |
| Participation rate | 92.3% | 79.4%+12.9pp | 75.8%+16.5pp | 82.0%+10.3pp |
| Annual return | 19.84% | 56.14%-36.3pp | 46.47%-26.6pp | 302.83%-283.0pp |
| Employer contribution / active EE | $958 | $4,175-77.0% | $3,660-73.8% | $4,761-79.9% |
| Participant deferral / active EE | $5,381 | $4,957+8.5% | $4,370+23.1% | $5,982-10.1% |
| Admin fee / account holder | $853 | $7,245-88.2% | $5,945-85.6% | $11,246-92.4% |