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 | $343,081 | $107,452+219.3% | $91,541+274.8% | $142,382+141.0% |
| Participation rate | 83.3% | 75.1%+8.3pp | 69.8%+13.6pp | 80.1%+3.2pp |
| Annual return | 13.51% | 22.06%-8.5pp | 20.50%-7.0pp | 217.08%-203.6pp |
| Employer contribution / active EE | $8,333 | $2,994+178.3% | $2,505+232.7% | $4,299+93.8% |
| Participant deferral / active EE | $6,522 | $4,754+37.2% | $4,008+62.7% | $6,507+0.2% |
| Admin fee / account holder | $73,831 | $8,834+735.7% | $6,956+961.3% | $12,624+484.9% |