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 | $393,477 | $97,757+302.5% | $83,848+369.3% | $135,375+190.7% |
| Participation rate | 85.7% | 80.0%+5.8pp | 76.1%+9.6pp | 82.6%+3.1pp |
| Annual return | 7.99% | 1287.37%-1279.4pp | 850.88%-842.9pp | 519.73%-511.7pp |
| Employer contribution / active EE | $14,211 | $4,222+236.6% | $3,631+291.4% | $4,779+197.4% |
| Participant deferral / active EE | $2,707 | $4,682-42.2% | $4,082-33.7% | $5,609-51.7% |
| Admin fee / account holder | $12,888 | $6,674+93.1% | $5,478+135.3% | $10,827+19.0% |