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 | $254,178 | $176,812+43.8% | $146,665+73.3% | $167,490+51.8% |
| Participation rate | 95.2% | 83.6%+11.6pp | 80.1%+15.2pp | 82.1%+13.1pp |
| Annual return | 18.93% | 24.03%-5.1pp | 22.74%-3.8pp | 478.56%-459.6pp |
| Employer contribution / active EE | $2,077 | $5,160-59.7% | $4,136-49.8% | $4,837-57.1% |
| Participant deferral / active EE | $6,981 | $6,440+8.4% | $5,506+26.8% | $6,341+10.1% |
| Admin fee / account holder | $53,808 | $13,259+305.8% | $10,280+423.4% | $12,309+337.1% |