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 | $395,123 | $111,754+253.6% | $103,333+282.4% | $145,922+170.8% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 15.12% | 24.77%-9.6pp | 24.88%-9.8pp | 561.29%-546.2pp |
| Employer contribution / active EE | $23,779 | $4,212+464.5% | $3,868+514.8% | $4,660+410.3% |
| Participant deferral / active EE | $10,167 | $5,619+80.9% | $5,057+101.0% | $6,688+52.0% |
| Admin fee / account holder | $1,943 | $9,750-80.1% | $8,355-76.7% | $13,397-85.5% |