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 | $289,112 | $91,190+217.0% | $178,490+62.0% | $79,858+262.0% |
| Participation rate | 92.9% | 69.2%+23.7pp | 81.9%+10.9pp | 69.6%+23.2pp |
| Annual return | 13.79% | 24.19%-10.4pp | 151.07%-137.3pp | 31.71%-17.9pp |
| Employer contribution / active EE | $10,938 | $3,256+236.0% | $5,011+118.3% | $2,471+342.7% |
| Participant deferral / active EE | $5,072 | $3,236+56.7% | $5,202-2.5% | $3,740+35.6% |
| Admin fee / account holder | $28,625 | $6,751+324.0% | $13,984+104.7% | $5,306+439.5% |