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 | $304,130 | $91,037+234.1% | $71,671+324.3% | $147,584+106.1% |
| Participation rate | 94.4% | 76.1%+18.3pp | 68.7%+25.7pp | 82.8%+11.6pp |
| Annual return | 17.13% | 20.48%-3.3pp | 20.65%-3.5pp | 578.55%-561.4pp |
| Employer contribution / active EE | $2,946 | $3,327-11.5% | $2,460+19.8% | $4,876-39.6% |
| Participant deferral / active EE | $3,771 | $4,498-16.2% | $3,438+9.7% | $5,439-30.7% |
| Admin fee / account holder | $4,625 | $8,613-46.3% | $5,558-16.8% | $10,885-57.5% |