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 | $262,290 | $99,877+162.6% | $84,966+208.7% | $145,922+79.7% |
| Participation rate | 89.5% | 74.1%+15.4pp | 67.5%+22.0pp | 80.3%+9.2pp |
| Annual return | 22.75% | 83.76%-61.0pp | 66.38%-43.6pp | 561.29%-538.5pp |
| Employer contribution / active EE | $1,596 | $3,231-50.6% | $2,727-41.5% | $4,660-65.7% |
| Participant deferral / active EE | $13,029 | $5,291+146.3% | $4,519+188.3% | $6,688+94.8% |
| Admin fee / account holder | $2,365 | $7,248-67.4% | $6,149-61.5% | $13,397-82.4% |