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 | $297,309 | $162,781+82.6% | $133,956+121.9% | $158,922+87.1% |
| Participation rate | 88.9% | 83.2%+5.7pp | 79.8%+9.0pp | 82.0%+6.9pp |
| Annual return | 16.39% | 41.94%-25.6pp | 45.09%-28.7pp | 302.83%-286.4pp |
| Employer contribution / active EE | $3,357 | $4,975-32.5% | $3,919-14.3% | $4,761-29.5% |
| Participant deferral / active EE | $12,126 | $5,911+105.1% | $5,048+140.2% | $5,982+102.7% |
| Admin fee / account holder | $477 | $11,736-95.9% | $8,927-94.7% | $11,246-95.8% |