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 | $365,930 | $124,319+194.3% | $111,297+228.8% | $167,490+118.5% |
| Participation rate | 92.9% | 79.6%+13.2pp | 77.3%+15.5pp | 82.1%+10.8pp |
| Annual return | 21.78% | 37.44%-15.7pp | 54.65%-32.9pp | 478.56%-456.8pp |
| Employer contribution / active EE | $4,222 | $3,435+22.9% | $2,731+54.6% | $4,837-12.7% |
| Participant deferral / active EE | $8,176 | $5,180+57.8% | $4,487+82.2% | $6,341+28.9% |
| Admin fee / account holder | $5,636 | $10,618-46.9% | $7,964-29.2% | $12,309-54.2% |