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 | $473,672 | $127,065+272.8% | $113,168+318.6% | $142,382+232.7% |
| Participation rate | 70.0% | 79.2%-9.2pp | 76.6%-6.6pp | 80.1%-10.1pp |
| Annual return | 15.04% | 24.03%-9.0pp | 24.27%-9.2pp | 217.08%-202.0pp |
| Employer contribution / active EE | $0 | $3,442-100.0% | $2,975-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $8,830 | $5,716+54.5% | $5,107+72.9% | $6,507+35.7% |
| Admin fee / account holder | $3,198 | $15,736-79.7% | $12,068-73.5% | $12,624-74.7% |