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 | $367,808 | $179,726+104.6% | $156,263+135.4% | $142,382+158.3% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.9%+8.6pp | 80.1%+7.4pp |
| Annual return | 17.22% | 77.86%-60.6pp | 59.47%-42.2pp | 217.08%-199.9pp |
| Employer contribution / active EE | $15,122 | $5,069+198.3% | $4,333+249.0% | $4,299+251.7% |
| Participant deferral / active EE | $10,788 | $6,956+55.1% | $6,158+75.2% | $6,507+65.8% |
| Admin fee / account holder | $9,214 | $17,272-46.7% | $14,255-35.4% | $12,624-27.0% |