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 | $381,049 | $117,381+224.6% | $99,443+283.2% | $152,861+149.3% |
| Participation rate | 80.0% | 77.5%+2.5pp | 73.8%+6.2pp | 82.4%-2.4pp |
| Annual return | 22.14% | 31.87%-9.7pp | 30.72%-8.6pp | 345.32%-323.2pp |
| Employer contribution / active EE | $7,504 | $3,013+149.1% | $2,540+195.5% | $4,762+57.6% |
| Participant deferral / active EE | $11,955 | $4,086+192.6% | $3,619+230.4% | $5,850+104.4% |
| Admin fee / account holder | $12,906 | $7,631+69.1% | $6,250+106.5% | $11,596+11.3% |