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 | $328,391 | $154,117+113.1% | $129,995+152.6% | $139,434+135.5% |
| Participation rate | 71.4% | 82.0%-10.5pp | 78.5%-7.1pp | 80.3%-8.9pp |
| Annual return | 10.30% | 32.48%-22.2pp | -137.18%+147.5pp | 372.94%-362.6pp |
| Employer contribution / active EE | $1,896 | $5,289-64.2% | $4,320-56.1% | $4,751-60.1% |
| Participant deferral / active EE | $6,134 | $6,710-8.6% | $5,820+5.4% | $6,710-8.6% |
| Admin fee / account holder | $4,177 | $14,007-70.2% | $10,614-60.7% | $11,403-63.4% |