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 | $368,855 | $117,983+212.6% | $101,794+262.4% | $142,382+159.1% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.2%+5.8pp | 80.1%-5.1pp |
| Annual return | 17.09% | 36.92%-19.8pp | 30.53%-13.4pp | 217.08%-200.0pp |
| Employer contribution / active EE | $3,215 | $2,773+16.0% | $2,289+40.5% | $4,299-25.2% |
| Participant deferral / active EE | $13,616 | $4,714+188.9% | $4,084+233.4% | $6,507+109.2% |
| Admin fee / account holder | $1,604 | $10,433-84.6% | $8,777-81.7% | $12,624-87.3% |