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 4-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 | $267,262 | $100,773+165.2% | $88,946+200.5% | $142,382+87.7% |
| Participation rate | 93.3% | 74.3%+19.0pp | 68.8%+24.5pp | 80.1%+13.2pp |
| Annual return | 17.20% | 70.18%-53.0pp | 57.82%-40.6pp | 217.08%-199.9pp |
| Employer contribution / active EE | $1,635 | $2,918-43.9% | $2,555-36.0% | $4,299-62.0% |
| Participant deferral / active EE | $10,895 | $5,230+108.3% | $4,581+137.8% | $6,507+67.4% |
| Admin fee / account holder | $11,527 | $9,693+18.9% | $8,261+39.5% | $12,624-8.7% |