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 | $251,093 | $116,175+116.1% | $93,606+168.2% | $152,861+64.3% |
| Participation rate | 75.0% | 78.0%-3.0pp | 75.8%-0.8pp | 82.4%-7.4pp |
| Annual return | 48.61% | 35.96%+12.6pp | 32.76%+15.9pp | 345.32%-296.7pp |
| Employer contribution / active EE | $1,379 | $3,218-57.2% | $2,718-49.3% | $4,762-71.1% |
| Participant deferral / active EE | $3,462 | $4,603-24.8% | $4,069-14.9% | $5,850-40.8% |
| Admin fee / account holder | $84,129 | $10,748+682.8% | $7,888+966.5% | $11,596+625.5% |