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 | $259,050 | $111,754+131.8% | $103,333+150.7% | $145,922+77.5% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 21.24% | 24.77%-3.5pp | 24.88%-3.6pp | 561.29%-540.0pp |
| Employer contribution / active EE | $9,850 | $4,212+133.8% | $3,868+154.7% | $4,660+111.4% |
| Participant deferral / active EE | $5,786 | $5,619+3.0% | $5,057+14.4% | $6,688-13.5% |
| Admin fee / account holder | $2,857 | $9,750-70.7% | $8,355-65.8% | $13,397-78.7% |