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 | $389,286 | $176,812+120.2% | $146,665+165.4% | $167,490+132.4% |
| Participation rate | 80.0% | 83.6%-3.6pp | 80.1%-0.1pp | 82.1%-2.1pp |
| Annual return | 12.93% | 24.03%-11.1pp | 22.74%-9.8pp | 478.56%-465.6pp |
| Employer contribution / active EE | $16,551 | $5,160+220.7% | $4,136+300.1% | $4,837+242.1% |
| Participant deferral / active EE | $13,475 | $6,440+109.2% | $5,506+144.7% | $6,341+112.5% |
| Admin fee / account holder | $2,814 | $13,259-78.8% | $10,280-72.6% | $12,309-77.1% |