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 | $340,321 | $239,571+42.1% | $183,328+85.6% | $137,256+147.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 80.0%+20.0pp |
| Annual return | 36.98% | 35.69%+1.3pp | 29.67%+7.3pp | 220.34%-183.4pp |
| Employer contribution / active EE | $2,040 | $6,148-66.8% | $5,055-59.6% | $4,156-50.9% |
| Participant deferral / active EE | $12,814 | $7,995+60.3% | $6,795+88.6% | $6,407+100.0% |
| Admin fee / account holder | $15,298 | $30,059-49.1% | $21,427-28.6% | $12,270+24.7% |