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 | $298,196 | $105,126+183.7% | $94,646+215.1% | $139,434+113.9% |
| Participation rate | 87.5% | 82.4%+5.1pp | 80.8%+6.7pp | 80.3%+7.2pp |
| Annual return | 14.25% | 38.03%-23.8pp | 156.71%-142.5pp | 372.94%-358.7pp |
| Employer contribution / active EE | $1,628 | $4,106-60.3% | $3,672-55.7% | $4,751-65.7% |
| Participant deferral / active EE | $10,505 | $7,599+38.2% | $7,418+41.6% | $6,710+56.6% |
| Admin fee / account holder | $3,654 | $8,984-59.3% | $7,231-49.5% | $11,403-68.0% |