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 | $353,295 | $181,894+94.2% | $156,549+125.7% | $273,961+29.0% |
| Participation rate | 80.0% | 88.4%-8.4pp | 84.0%-4.0pp | 83.0%-3.0pp |
| Annual return | 67.48% | 30.74%+36.7pp | 32.23%+35.3pp | 41.45%+26.0pp |
| Employer contribution / active EE | $10,829 | $6,248+73.3% | $5,501+96.8% | $4,869+122.4% |
| Participant deferral / active EE | $12,326 | $5,550+122.1% | $4,871+153.1% | $5,287+133.1% |
| Admin fee / account holder | $884 | $15,559-94.3% | $13,027-93.2% | $10,132-91.3% |