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 | $302,913 | $118,450+155.7% | $98,439+207.7% | $139,434+117.2% |
| Participation rate | 88.9% | 77.4%+11.5pp | 75.2%+13.7pp | 80.3%+8.6pp |
| Annual return | 13.48% | 18.94%-5.5pp | 21.16%-7.7pp | 372.94%-359.5pp |
| Employer contribution / active EE | $2,328 | $3,609-35.5% | $3,048-23.6% | $4,751-51.0% |
| Participant deferral / active EE | $11,191 | $5,392+107.6% | $4,738+136.2% | $6,710+66.8% |
| Admin fee / account holder | $23,745 | $14,026+69.3% | $8,948+165.4% | $11,403+108.2% |