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 | $580,681 | $106,515+445.2% | $96,683+500.6% | $139,434+316.5% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 16.51% | 38.43%-21.9pp | 35.69%-19.2pp | 372.94%-356.4pp |
| Employer contribution / active EE | $2,751 | $4,103-32.9% | $3,737-26.4% | $4,751-42.1% |
| Participant deferral / active EE | $22,188 | $5,454+306.8% | $4,878+354.8% | $6,710+230.7% |
| Admin fee / account holder | $43,391 | $7,877+450.9% | $6,730+544.8% | $11,403+280.5% |