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 | $321,033 | $110,257+191.2% | $96,544+232.5% | $139,434+130.2% |
| Participation rate | 87.5% | 78.1%+9.4pp | 76.0%+11.5pp | 80.3%+7.2pp |
| Annual return | 14.68% | 26.32%-11.6pp | 25.84%-11.2pp | 372.94%-358.3pp |
| Employer contribution / active EE | $5,581 | $3,620+54.2% | $2,965+88.2% | $4,751+17.5% |
| Participant deferral / active EE | $11,044 | $5,548+99.1% | $4,851+127.7% | $6,710+64.6% |
| Admin fee / account holder | $4,142 | $11,591-64.3% | $8,252-49.8% | $11,403-63.7% |