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 | $363,756 | $117,983+208.3% | $101,794+257.3% | $142,382+155.5% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.2%+14.1pp | 80.1%+3.2pp |
| Annual return | 19.48% | 36.92%-17.4pp | 30.53%-11.0pp | 217.08%-197.6pp |
| Employer contribution / active EE | $2,386 | $2,773-13.9% | $2,289+4.3% | $4,299-44.5% |
| Participant deferral / active EE | $9,118 | $4,714+93.4% | $4,084+123.3% | $6,507+40.1% |
| Admin fee / account holder | $4,761 | $10,433-54.4% | $8,777-45.8% | $12,624-62.3% |