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 | $264,206 | $91,190+189.7% | $178,490+48.0% | $79,858+230.8% |
| Participation rate | 95.8% | 69.2%+26.6pp | 81.9%+13.9pp | 69.6%+26.1pp |
| Annual return | 14.17% | 24.19%-10.0pp | 151.07%-136.9pp | 31.71%-17.5pp |
| Employer contribution / active EE | $11,586 | $3,256+255.8% | $5,011+131.2% | $2,471+368.9% |
| Participant deferral / active EE | $10,785 | $3,236+233.3% | $5,202+107.3% | $3,740+188.4% |
| Admin fee / account holder | $4,850 | $6,751-28.2% | $13,984-65.3% | $5,306-8.6% |