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 | $257,227 | $99,918+157.4% | $81,382+216.1% | $145,922+76.3% |
| Participation rate | 93.8% | 74.2%+19.6pp | 69.5%+24.3pp | 80.3%+13.5pp |
| Annual return | 12.29% | 34.32%-22.0pp | 24.73%-12.4pp | 561.29%-549.0pp |
| Employer contribution / active EE | $4,218 | $2,978+41.7% | $2,463+71.3% | $4,660-9.5% |
| Participant deferral / active EE | $12,159 | $4,605+164.0% | $3,883+213.1% | $6,688+81.8% |
| Admin fee / account holder | $3,125 | $8,212-62.0% | $5,768-45.8% | $13,397-76.7% |