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 | $365,634 | $124,319+194.1% | $111,297+228.5% | $167,490+118.3% |
| Participation rate | 92.3% | 79.6%+12.7pp | 77.3%+15.0pp | 82.1%+10.2pp |
| Annual return | 19.21% | 37.44%-18.2pp | 54.65%-35.4pp | 478.56%-459.3pp |
| Employer contribution / active EE | $2,372 | $3,435-30.9% | $2,731-13.1% | $4,837-51.0% |
| Participant deferral / active EE | $6,269 | $5,180+21.0% | $4,487+39.7% | $6,341-1.1% |
| Admin fee / account holder | $810 | $10,618-92.4% | $7,964-89.8% | $12,309-93.4% |