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 | $280,291 | $132,634+111.3% | $115,768+142.1% | $137,256+104.2% |
| Participation rate | 95.0% | 77.9%+17.1pp | 74.4%+20.6pp | 80.0%+15.0pp |
| Annual return | 14.50% | 160.70%-146.2pp | 100.46%-86.0pp | 220.34%-205.8pp |
| Employer contribution / active EE | $2,836 | $3,360-15.6% | $2,940-3.5% | $4,156-31.8% |
| Participant deferral / active EE | $8,424 | $5,619+49.9% | $4,917+71.3% | $6,407+31.5% |
| Admin fee / account holder | $3,644 | $15,028-75.8% | $12,439-70.7% | $12,270-70.3% |