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 | $423,701 | $100,773+320.4% | $88,946+376.4% | $142,382+197.6% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.8%+11.2pp | 80.1%-0.1pp |
| Annual return | 11.14% | 70.18%-59.0pp | 57.82%-46.7pp | 217.08%-205.9pp |
| Employer contribution / active EE | $644 | $2,918-77.9% | $2,555-74.8% | $4,299-85.0% |
| Participant deferral / active EE | $6,396 | $5,230+22.3% | $4,581+39.6% | $6,507-1.7% |
| Admin fee / account holder | $17,906 | $9,693+84.7% | $8,261+116.8% | $12,624+41.8% |