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 | $257,881 | $172,111+49.8% | $150,298+71.6% | $137,256+87.9% |
| Participation rate | 70.6% | 81.7%-11.1pp | 77.8%-7.2pp | 80.0%-9.4pp |
| Annual return | 20.92% | 69.37%-48.5pp | 62.79%-41.9pp | 220.34%-199.4pp |
| Employer contribution / active EE | $4,541 | $4,636-2.1% | $4,154+9.3% | $4,156+9.3% |
| Participant deferral / active EE | $8,285 | $6,166+34.4% | $5,453+51.9% | $6,407+29.3% |
| Admin fee / account holder | $7,060 | $16,471-57.1% | $14,116-50.0% | $12,270-42.5% |