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 | $316,167 | $114,381+176.4% | $107,525+194.0% | $142,382+122.1% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 33.26% | 242.71%-209.4pp | 181.32%-148.1pp | 217.08%-183.8pp |
| Employer contribution / active EE | $1,825 | $4,015-54.5% | $3,754-51.4% | $4,299-57.5% |
| Participant deferral / active EE | $10,399 | $5,564+86.9% | $5,116+103.3% | $6,507+59.8% |
| Admin fee / account holder | $914 | $9,860-90.7% | $8,919-89.8% | $12,624-92.8% |