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 | $310,857 | $110,261+181.9% | $95,745+224.7% | $139,434+122.9% |
| Participation rate | 83.3% | 75.8%+7.6pp | 72.3%+11.1pp | 80.3%+3.0pp |
| Annual return | 11.97% | 27.11%-15.1pp | 28.35%-16.4pp | 372.94%-361.0pp |
| Employer contribution / active EE | $2,158 | $3,257-33.7% | $2,835-23.9% | $4,751-54.6% |
| Participant deferral / active EE | $8,998 | $4,676+92.4% | $4,245+112.0% | $6,710+34.1% |
| Admin fee / account holder | $2,704 | $6,613-59.1% | $5,678-52.4% | $11,403-76.3% |