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 | $295,029 | $140,940+109.3% | $112,229+162.9% | $139,434+111.6% |
| Participation rate | 89.5% | 79.2%+10.3pp | 72.4%+17.0pp | 80.3%+9.2pp |
| Annual return | 15.11% | 32.71%-17.6pp | 30.20%-15.1pp | 372.94%-357.8pp |
| Employer contribution / active EE | $3,405 | $4,283-20.5% | $3,430-0.7% | $4,751-28.3% |
| Participant deferral / active EE | $2,293 | $5,874-61.0% | $4,798-52.2% | $6,710-65.8% |
| Admin fee / account holder | $6,928 | $9,954-30.4% | $7,748-10.6% | $11,403-39.2% |