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 | $316,429 | $124,281+154.6% | $109,143+189.9% | $167,490+88.9% |
| Participation rate | 88.9% | 79.4%+9.4pp | 75.9%+13.0pp | 82.1%+6.8pp |
| Annual return | 20.15% | 26.04%-5.9pp | 25.75%-5.6pp | 478.56%-458.4pp |
| Employer contribution / active EE | $2,302 | $4,207-45.3% | $3,722-38.1% | $4,837-52.4% |
| Participant deferral / active EE | $8,176 | $5,255+55.6% | $4,653+75.7% | $6,341+28.9% |
| Admin fee / account holder | $5,085 | $7,970-36.2% | $6,752-24.7% | $12,309-58.7% |