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 | $321,096 | $77,899+312.2% | $149,673+114.5% | $75,163+327.2% |
| Participation rate | 91.4% | 65.6%+25.8pp | 78.8%+12.7pp | 67.2%+24.2pp |
| Annual return | 23.13% | 31.72%-8.6pp | 134.42%-111.3pp | 160.62%-137.5pp |
| Employer contribution / active EE | $15,483 | $3,137+393.5% | $4,818+221.4% | $2,670+479.9% |
| Participant deferral / active EE | $12,319 | $3,411+261.2% | $5,680+116.9% | $4,125+198.6% |
| Admin fee / account holder | $12,704 | $5,956+113.3% | $13,210-3.8% | $5,651+124.8% |