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 | $341,689 | $117,983+189.6% | $101,794+235.7% | $142,382+140.0% |
| Participation rate | 84.6% | 74.2%+10.4pp | 69.2%+15.4pp | 80.1%+4.5pp |
| Annual return | 18.93% | 36.92%-18.0pp | 30.53%-11.6pp | 217.08%-198.1pp |
| Employer contribution / active EE | $8,580 | $2,773+209.4% | $2,289+274.8% | $4,299+99.6% |
| Participant deferral / active EE | $9,250 | $4,714+96.2% | $4,084+126.5% | $6,507+42.1% |
| Admin fee / account holder | $5,807 | $10,433-44.3% | $8,777-33.8% | $12,624-54.0% |