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 | $258,860 | $109,881+135.6% | $150,045+72.5% | $84,808+205.2% |
| Participation rate | 97.0% | 76.1%+20.9pp | 82.3%+14.7pp | 68.3%+28.7pp |
| Annual return | 19.72% | 28.25%-8.5pp | 62.55%-42.8pp | 40.90%-21.2pp |
| Employer contribution / active EE | $14,187 | $3,561+298.4% | $4,693+202.3% | $2,631+439.2% |
| Participant deferral / active EE | $10,022 | $6,636+51.0% | $7,997+25.3% | $4,212+138.0% |
| Admin fee / account holder | $18,974 | $8,568+121.4% | $13,435+41.2% | $7,344+158.4% |