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 | $318,549 | $100,773+216.1% | $88,946+258.1% | $142,382+123.7% |
| Participation rate | 87.5% | 74.3%+13.2pp | 68.8%+18.7pp | 80.1%+7.4pp |
| Annual return | 16.27% | 70.18%-53.9pp | 57.82%-41.6pp | 217.08%-200.8pp |
| Employer contribution / active EE | $5,617 | $2,918+92.5% | $2,555+119.9% | $4,299+30.7% |
| Participant deferral / active EE | $17,438 | $5,230+233.4% | $4,581+280.6% | $6,507+168.0% |
| Admin fee / account holder | $5,740 | $9,693-40.8% | $8,261-30.5% | $12,624-54.5% |