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 | $270,624 | $101,724+166.0% | $164,813+64.2% | $80,856+234.7% |
| Participation rate | 97.4% | 71.8%+25.6pp | 78.6%+18.8pp | 67.6%+29.8pp |
| Annual return | 12.07% | 16.72%-4.7pp | 69.93%-57.9pp | 35.59%-23.5pp |
| Employer contribution / active EE | $19,873 | $2,953+572.9% | $4,341+357.8% | $2,755+621.4% |
| Participant deferral / active EE | $4,535 | $4,477+1.3% | $6,031-24.8% | $4,296+5.6% |
| Admin fee / account holder | $42,553 | $8,227+417.2% | $12,690+235.3% | $6,918+515.1% |