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 | $290,517 | $124,319+133.7% | $111,297+161.0% | $167,490+73.5% |
| Participation rate | 70.0% | 79.6%-9.6pp | 77.3%-7.3pp | 82.1%-12.1pp |
| Annual return | 12.26% | 37.44%-25.2pp | 54.65%-42.4pp | 478.56%-466.3pp |
| Employer contribution / active EE | $1,216 | $3,435-64.6% | $2,731-55.5% | $4,837-74.9% |
| Participant deferral / active EE | $4,333 | $5,180-16.4% | $4,487-3.4% | $6,341-31.7% |
| Admin fee / account holder | $590 | $10,618-94.4% | $7,964-92.6% | $12,309-95.2% |