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 | $318,794 | $97,125+228.2% | $86,233+269.7% | $137,256+132.3% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.0%+16.7pp | 80.0%+5.8pp |
| Annual return | 16.72% | 74.19%-57.5pp | 61.39%-44.7pp | 220.34%-203.6pp |
| Employer contribution / active EE | $2,471 | $2,841-13.0% | $2,504-1.3% | $4,156-40.5% |
| Participant deferral / active EE | $10,817 | $5,180+108.8% | $4,559+137.3% | $6,407+68.8% |
| Admin fee / account holder | $8,866 | $9,725-8.8% | $8,342+6.3% | $12,270-27.7% |