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 | $319,621 | $105,126+204.0% | $94,646+237.7% | $139,434+129.2% |
| Participation rate | 75.0% | 82.4%-7.4pp | 80.8%-5.8pp | 80.3%-5.3pp |
| Annual return | 25.05% | 38.03%-13.0pp | 156.71%-131.7pp | 372.94%-347.9pp |
| Employer contribution / active EE | $1,640 | $4,106-60.1% | $3,672-55.3% | $4,751-65.5% |
| Participant deferral / active EE | $2,685 | $7,599-64.7% | $7,418-63.8% | $6,710-60.0% |
| Admin fee / account holder | $383 | $8,984-95.7% | $7,231-94.7% | $11,403-96.6% |