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 | $363,311 | $102,616+254.0% | $81,983+343.2% | $158,922+128.6% |
| Participation rate | 90.0% | 75.5%+14.5pp | 69.2%+20.8pp | 82.0%+8.0pp |
| Annual return | 16.71% | 61.04%-44.3pp | 41.31%-24.6pp | 302.83%-286.1pp |
| Employer contribution / active EE | $0 | $3,240-100.0% | $2,498-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $13,474 | $4,648+189.9% | $3,722+262.0% | $5,982+125.2% |
| Admin fee / account holder | $743 | $8,235-91.0% | $5,664-86.9% | $11,246-93.4% |