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 | $288,250 | $142,405+102.4% | $115,157+150.3% | $152,861+88.6% |
| Participation rate | 87.5% | 82.4%+5.1pp | 75.9%+11.6pp | 82.4%+5.1pp |
| Annual return | 15.89% | 41.48%-25.6pp | 35.60%-19.7pp | 345.32%-329.4pp |
| Employer contribution / active EE | $1,986 | $4,010-50.5% | $3,179-37.5% | $4,762-58.3% |
| Participant deferral / active EE | $9,669 | $5,164+87.2% | $4,168+131.9% | $5,850+65.3% |
| Admin fee / account holder | $3,522 | $8,462-58.4% | $7,088-50.3% | $11,596-69.6% |