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 | $336,581 | $100,773+234.0% | $88,946+278.4% | $142,382+136.4% |
| Participation rate | 82.4% | 74.3%+8.1pp | 68.8%+13.5pp | 80.1%+2.2pp |
| Annual return | 17.63% | 70.18%-52.6pp | 57.82%-40.2pp | 217.08%-199.4pp |
| Employer contribution / active EE | $3,842 | $2,918+31.7% | $2,555+50.4% | $4,299-10.6% |
| Participant deferral / active EE | $12,060 | $5,230+130.6% | $4,581+163.2% | $6,507+85.3% |
| Admin fee / account holder | $9,119 | $9,693-5.9% | $8,261+10.4% | $12,624-27.8% |