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 | $294,617 | $102,966+186.1% | $90,281+226.3% | $152,861+92.7% |
| Participation rate | 83.3% | 75.9%+7.5pp | 73.3%+10.1pp | 82.4%+0.9pp |
| Annual return | 26.60% | 95.16%-68.6pp | 78.10%-51.5pp | 345.32%-318.7pp |
| Employer contribution / active EE | $2,102 | $3,139-33.0% | $2,854-26.3% | $4,762-55.9% |
| Participant deferral / active EE | $5,317 | $4,281+24.2% | $3,885+36.8% | $5,850-9.1% |
| Admin fee / account holder | $479 | $6,171-92.2% | $5,351-91.1% | $11,596-95.9% |