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 8-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 | $437,200 | $162,781+168.6% | $133,956+226.4% | $158,922+175.1% |
| Participation rate | 80.0% | 83.2%-3.2pp | 79.8%+0.2pp | 82.0%-2.0pp |
| Annual return | 12.58% | 41.94%-29.4pp | 45.09%-32.5pp | 302.83%-290.2pp |
| Employer contribution / active EE | $1,771 | $4,975-64.4% | $3,919-54.8% | $4,761-62.8% |
| Participant deferral / active EE | $15,843 | $5,911+168.0% | $5,048+213.9% | $5,982+164.8% |
| Admin fee / account holder | $939 | $11,736-92.0% | $8,927-89.5% | $11,246-91.7% |