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 | $343,301 | $90,348+280.0% | $75,972+351.9% | $145,922+135.3% |
| Participation rate | 83.3% | 74.5%+8.9pp | 69.1%+14.3pp | 80.3%+3.1pp |
| Annual return | 23.10% | 620.88%-597.8pp | 359.55%-336.4pp | 561.29%-538.2pp |
| Employer contribution / active EE | $758 | $3,311-77.1% | $2,685-71.8% | $4,660-83.7% |
| Participant deferral / active EE | $2,747 | $5,162-46.8% | $4,255-35.4% | $6,688-58.9% |
| Admin fee / account holder | $28,116 | $8,467+232.1% | $6,467+334.8% | $13,397+109.9% |