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 | $407,200 | $172,111+136.6% | $150,298+170.9% | $137,256+196.7% |
| Participation rate | 87.5% | 81.7%+5.8pp | 77.8%+9.7pp | 80.0%+7.5pp |
| Annual return | 30.10% | 69.37%-39.3pp | 62.79%-32.7pp | 220.34%-190.2pp |
| Employer contribution / active EE | $6,931 | $4,636+49.5% | $4,154+66.8% | $4,156+66.8% |
| Participant deferral / active EE | $6,891 | $6,166+11.8% | $5,453+26.4% | $6,407+7.5% |
| Admin fee / account holder | $33,782 | $16,471+105.1% | $14,116+139.3% | $12,270+175.3% |