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 | $297,780 | $167,484+77.8% | $151,611+96.4% | $134,475+121.4% |
| Participation rate | 92.3% | 88.4%+3.9pp | 87.5%+4.8pp | 81.2%+11.1pp |
| Annual return | -3.74% | 7.80%-11.5pp | 3.33%-7.1pp | 417.96%-421.7pp |
| Employer contribution / active EE | $5,143 | $6,829-24.7% | $6,166-16.6% | $4,740+8.5% |
| Participant deferral / active EE | $8,580 | $8,986-4.5% | $8,363+2.6% | $6,400+34.1% |
| Admin fee / account holder | $2,457 | $13,783-82.2% | $11,616-78.9% | $11,426-78.5% |