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 | $282,291 | $98,750+185.9% | $149,696+88.6% | $79,858+253.5% |
| Participation rate | 98.4% | 75.8%+22.6pp | 82.5%+15.9pp | 69.6%+28.8pp |
| Annual return | 16.34% | 27.43%-11.1pp | 276.60%-260.3pp | 31.71%-15.4pp |
| Employer contribution / active EE | $3,201 | $3,216-0.5% | $4,644-31.1% | $2,471+29.6% |
| Participant deferral / active EE | $11,174 | $5,680+96.7% | $6,842+63.3% | $3,740+198.8% |
| Admin fee / account holder | $16,018 | $6,053+164.6% | $9,309+72.1% | $5,306+201.9% |