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 | $363,310 | $117,841+208.3% | $102,423+254.7% | $145,922+149.0% |
| Participation rate | 70.0% | 78.6%-8.6pp | 76.5%-6.5pp | 80.3%-10.3pp |
| Annual return | 16.88% | 31.65%-14.8pp | 29.32%-12.4pp | 561.29%-544.4pp |
| Employer contribution / active EE | $1,059 | $3,615-70.7% | $3,023-65.0% | $4,660-77.3% |
| Participant deferral / active EE | $5,305 | $5,731-7.4% | $5,053+5.0% | $6,688-20.7% |
| Admin fee / account holder | $3,594 | $13,326-73.0% | $9,451-62.0% | $13,397-73.2% |