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 | $277,085 | $85,022+225.9% | $70,515+292.9% | $139,434+98.7% |
| Participation rate | 75.0% | 73.9%+1.1pp | 68.3%+6.7pp | 80.3%-5.3pp |
| Annual return | 15.15% | 30.38%-15.2pp | 32.77%-17.6pp | 372.94%-357.8pp |
| Employer contribution / active EE | $3,289 | $3,909-15.9% | $2,973+10.6% | $4,751-30.8% |
| Participant deferral / active EE | $11,042 | $5,890+87.5% | $4,567+141.8% | $6,710+64.6% |
| Admin fee / account holder | $19,868 | $8,906+123.1% | $6,412+209.9% | $11,403+74.2% |