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 | $308,933 | $126,574+144.1% | $106,213+190.9% | $145,922+111.7% |
| Participation rate | 83.3% | 77.6%+5.7pp | 75.3%+8.1pp | 80.3%+3.1pp |
| Annual return | 11.67% | 224.79%-213.1pp | 116.14%-104.5pp | 561.29%-549.6pp |
| Employer contribution / active EE | $1,502 | $3,730-59.7% | $3,171-52.6% | $4,660-67.8% |
| Participant deferral / active EE | $6,957 | $5,724+21.5% | $5,016+38.7% | $6,688+4.0% |
| Admin fee / account holder | $4,538 | $17,304-73.8% | $11,033-58.9% | $13,397-66.1% |