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 | $262,608 | $210,408+24.8% | $153,485+71.1% | $145,922+80.0% |
| Participation rate | 83.3% | 82.1%+1.2pp | 77.1%+6.3pp | 80.3%+3.1pp |
| Annual return | 12.28% | 13.37%-1.1pp | 15.65%-3.4pp | 561.29%-549.0pp |
| Employer contribution / active EE | $3,111 | $6,048-48.6% | $5,039-38.3% | $4,660-33.2% |
| Participant deferral / active EE | $9,487 | $7,975+18.9% | $6,757+40.4% | $6,688+41.8% |
| Admin fee / account holder | $8,955 | $19,419-53.9% | $12,724-29.6% | $13,397-33.2% |