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 | $257,433 | $152,587+68.7% | $125,175+105.7% | $152,861+68.4% |
| Participation rate | 92.9% | 83.3%+9.5pp | 79.8%+13.1pp | 82.4%+10.4pp |
| Annual return | 14.78% | 54.84%-40.1pp | 43.79%-29.0pp | 345.32%-330.5pp |
| Employer contribution / active EE | $0 | $4,946-100.0% | $3,865-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $7,104 | $5,868+21.1% | $4,937+43.9% | $5,850+21.4% |
| Admin fee / account holder | $18,666 | $13,434+38.9% | $9,702+92.4% | $11,596+61.0% |