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 | $373,389 | $104,974+255.7% | $95,585+290.6% | $142,382+162.2% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.1%+15.4pp | 80.1%+7.4pp |
| Annual return | 10.36% | 210.33%-200.0pp | 38.56%-28.2pp | 217.08%-206.7pp |
| Employer contribution / active EE | $3,230 | $2,779+16.3% | $2,527+27.9% | $4,299-24.9% |
| Participant deferral / active EE | $1,796 | $4,352-58.7% | $4,023-55.4% | $6,507-72.4% |
| Admin fee / account holder | $2,243 | $6,386-64.9% | $6,127-63.4% | $12,624-82.2% |