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 4-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 | $280,402 | $97,125+188.7% | $86,233+225.2% | $137,256+104.3% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.0%+11.0pp | 80.0%0pp |
| Annual return | 17.20% | 74.19%-57.0pp | 61.39%-44.2pp | 220.34%-203.1pp |
| Employer contribution / active EE | $2,173 | $2,841-23.5% | $2,504-13.2% | $4,156-47.7% |
| Participant deferral / active EE | $7,278 | $5,180+40.5% | $4,559+59.6% | $6,407+13.6% |
| Admin fee / account holder | $4,182 | $9,725-57.0% | $8,342-49.9% | $12,270-65.9% |