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 | $347,346 | $104,664+231.9% | $85,682+305.4% | $167,490+107.4% |
| Participation rate | 91.7% | 76.4%+15.3pp | 69.9%+21.8pp | 82.1%+9.6pp |
| Annual return | 15.13% | 21.45%-6.3pp | 21.49%-6.4pp | 478.56%-463.4pp |
| Employer contribution / active EE | $1,395 | $3,337-58.2% | $2,618-46.7% | $4,837-71.2% |
| Participant deferral / active EE | $11,229 | $4,824+132.7% | $3,923+186.3% | $6,341+77.1% |
| Admin fee / account holder | $1,804 | $10,032-82.0% | $6,873-73.8% | $12,309-85.3% |