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 | $270,231 | $132,634+103.7% | $115,768+133.4% | $137,256+96.9% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.4%+15.6pp | 80.0%+10.0pp |
| Annual return | 16.27% | 160.70%-144.4pp | 100.46%-84.2pp | 220.34%-204.1pp |
| Employer contribution / active EE | $1,812 | $3,360-46.1% | $2,940-38.4% | $4,156-56.4% |
| Participant deferral / active EE | $8,291 | $5,619+47.6% | $4,917+68.6% | $6,407+29.4% |
| Admin fee / account holder | $7,425 | $15,028-50.6% | $12,439-40.3% | $12,270-39.5% |