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 | $250,941 | $115,770+116.8% | $101,248+147.8% | $158,922+57.9% |
| Participation rate | 71.4% | 79.4%-7.9pp | 75.8%-4.4pp | 82.0%-10.5pp |
| Annual return | 12.06% | 56.14%-44.1pp | 46.47%-34.4pp | 302.83%-290.8pp |
| Employer contribution / active EE | $2,409 | $4,175-42.3% | $3,660-34.2% | $4,761-49.4% |
| Participant deferral / active EE | $6,935 | $4,957+39.9% | $4,370+58.7% | $5,982+15.9% |
| Admin fee / account holder | $10,025 | $7,245+38.4% | $5,945+68.6% | $11,246-10.9% |