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 | $349,043 | $165,335+111.1% | $149,696+133.2% | $158,922+119.6% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 12.73% | 348.15%-335.4pp | 276.60%-263.9pp | 302.83%-290.1pp |
| Employer contribution / active EE | $2,922 | $5,103-42.7% | $4,644-37.1% | $4,761-38.6% |
| Participant deferral / active EE | $7,275 | $7,181+1.3% | $6,842+6.3% | $5,982+21.6% |
| Admin fee / account holder | $1,947 | $10,807-82.0% | $9,309-79.1% | $11,246-82.7% |