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 | $334,509 | $124,185+169.4% | $108,410+208.6% | $167,490+99.7% |
| Participation rate | 85.7% | 82.3%+3.4pp | 80.1%+5.6pp | 82.1%+3.6pp |
| Annual return | 11.22% | 1379.64%-1368.4pp | 905.27%-894.1pp | 478.56%-467.3pp |
| Employer contribution / active EE | $1,835 | $4,187-56.2% | $3,558-48.4% | $4,837-62.1% |
| Participant deferral / active EE | $4,244 | $6,908-38.6% | $6,563-35.3% | $6,341-33.1% |
| Admin fee / account holder | $1,752 | $9,455-81.5% | $7,295-76.0% | $12,309-85.8% |