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 9-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 | $300,982 | $111,754+169.3% | $103,333+191.3% | $145,922+106.3% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.1pp |
| Annual return | 23.45% | 24.77%-1.3pp | 24.88%-1.4pp | 561.29%-537.8pp |
| Employer contribution / active EE | $1,599 | $4,212-62.1% | $3,868-58.7% | $4,660-65.7% |
| Participant deferral / active EE | $3,658 | $5,619-34.9% | $5,057-27.7% | $6,688-45.3% |
| Admin fee / account holder | $46,056 | $9,750+372.4% | $8,355+451.3% | $13,397+243.8% |