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 | $296,121 | $76,312+288.0% | $67,221+340.5% | $158,922+86.3% |
| Participation rate | 80.0% | 84.3%-4.3pp | 79.4%+0.6pp | 82.0%-2.0pp |
| Annual return | 17.80% | 22.77%-5.0pp | 20.72%-2.9pp | 302.83%-285.0pp |
| Employer contribution / active EE | $2,113 | $4,476-52.8% | $3,723-43.3% | $4,761-55.6% |
| Participant deferral / active EE | $2,113 | $5,264-59.9% | $4,384-51.8% | $5,982-64.7% |
| Admin fee / account holder | $6,258 | $8,005-21.8% | $5,844+7.1% | $11,246-44.3% |