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 | $425,056 | $162,781+161.1% | $133,956+217.3% | $158,922+167.5% |
| Participation rate | 88.9% | 83.2%+5.7pp | 79.8%+9.0pp | 82.0%+6.9pp |
| Annual return | 12.73% | 41.94%-29.2pp | 45.09%-32.4pp | 302.83%-290.1pp |
| Employer contribution / active EE | $3,665 | $4,975-26.3% | $3,919-6.5% | $4,761-23.0% |
| Participant deferral / active EE | $12,130 | $5,911+105.2% | $5,048+140.3% | $5,982+102.8% |
| Admin fee / account holder | $2,706 | $11,736-76.9% | $8,927-69.7% | $11,246-75.9% |