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 | $260,620 | $124,319+109.6% | $111,297+134.2% | $167,490+55.6% |
| Participation rate | 71.4% | 79.6%-8.2pp | 77.3%-5.9pp | 82.1%-10.7pp |
| Annual return | 21.35% | 37.44%-16.1pp | 54.65%-33.3pp | 478.56%-457.2pp |
| Employer contribution / active EE | $2,697 | $3,435-21.5% | $2,731-1.2% | $4,837-44.2% |
| Participant deferral / active EE | $7,918 | $5,180+52.8% | $4,487+76.5% | $6,341+24.9% |
| Admin fee / account holder | $9,801 | $10,618-7.7% | $7,964+23.1% | $12,309-20.4% |