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 | $284,472 | $86,286+229.7% | $111,297+155.6% | $85,850+231.4% |
| Participation rate | 82.5% | 73.3%+9.2pp | 77.3%+5.2pp | 69.3%+13.2pp |
| Annual return | 16.36% | 19.99%-3.6pp | 54.65%-38.3pp | 318.53%-302.2pp |
| Employer contribution / active EE | $10,000 | $2,043+389.4% | $2,731+266.2% | $2,565+289.8% |
| Participant deferral / active EE | $5,213 | $3,641+43.2% | $4,487+16.2% | $3,952+31.9% |
| Admin fee / account holder | $21,072 | $8,188+157.4% | $7,964+164.6% | $6,260+236.6% |