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 | $257,859 | $162,781+58.4% | $133,956+92.5% | $158,922+62.3% |
| Participation rate | 76.5% | 83.2%-6.8pp | 79.8%-3.4pp | 82.0%-5.5pp |
| Annual return | 20.23% | 41.94%-21.7pp | 45.09%-24.9pp | 302.83%-282.6pp |
| Employer contribution / active EE | $0 | $4,975-100.0% | $3,919-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $5,721 | $5,911-3.2% | $5,048+13.3% | $5,982-4.4% |
| Admin fee / account holder | $26,008 | $11,736+121.6% | $8,927+191.3% | $11,246+131.3% |