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 7-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 | $305,389 | $64,839+371.0% | $95,585+219.5% | $84,808+260.1% |
| Participation rate | 84.1% | 63.8%+20.3pp | 72.1%+12.0pp | 68.3%+15.8pp |
| Annual return | 16.49% | -670.96%+687.4pp | 38.56%-22.1pp | 40.90%-24.4pp |
| Employer contribution / active EE | $4,434 | $1,759+152.1% | $2,527+75.5% | $2,631+68.5% |
| Participant deferral / active EE | $9,643 | $2,965+225.3% | $4,023+139.7% | $4,212+129.0% |
| Admin fee / account holder | $5,802 | $5,964-2.7% | $6,127-5.3% | $7,344-21.0% |