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 | $365,690 | $180,749+102.3% | $160,784+127.4% | $137,256+166.4% |
| Participation rate | 87.5% | 80.0%+7.5pp | 77.0%+10.5pp | 80.0%+7.5pp |
| Annual return | 16.25% | 2234.46%-2218.2pp | 1803.92%-1787.7pp | 220.34%-204.1pp |
| Employer contribution / active EE | $8,680 | $4,155+108.9% | $3,733+132.5% | $4,156+108.8% |
| Participant deferral / active EE | $22,046 | $6,844+222.1% | $6,293+250.3% | $6,407+244.1% |
| Admin fee / account holder | $1,452 | $10,397-86.0% | $9,717-85.1% | $12,270-88.2% |