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 | $262,971 | $48,046+447.3% | $84,611+210.8% | $72,985+260.3% |
| Participation rate | 88.0% | 57.6%+30.4pp | 68.2%+19.8pp | 69.5%+18.5pp |
| Annual return | 22.85% | 37.38%-14.5pp | 258.74%-235.9pp | 81.00%-58.2pp |
| Employer contribution / active EE | $6,800 | $1,602+324.5% | $2,652+156.4% | $2,440+178.7% |
| Participant deferral / active EE | $10,499 | $2,680+291.7% | $3,899+169.3% | $3,607+191.0% |
| Admin fee / account holder | $5,474 | $3,395+61.3% | $4,912+11.4% | $5,124+6.8% |