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 | $341,248 | $148,534+129.7% | $135,903+151.1% | $139,434+144.7% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 16.97% | 79.19%-62.2pp | 68.23%-51.3pp | 372.94%-356.0pp |
| Employer contribution / active EE | $2,185 | $5,243-58.3% | $4,856-55.0% | $4,751-54.0% |
| Participant deferral / active EE | $7,588 | $8,100-6.3% | $7,758-2.2% | $6,710+13.1% |
| Admin fee / account holder | $22,581 | $12,400+82.1% | $10,762+109.8% | $11,403+98.0% |