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 | $323,769 | $176,812+83.1% | $146,665+120.8% | $167,490+93.3% |
| Participation rate | 83.3% | 83.6%-0.3pp | 80.1%+3.3pp | 82.1%+1.2pp |
| Annual return | 10.18% | 24.03%-13.9pp | 22.74%-12.6pp | 478.56%-468.4pp |
| Employer contribution / active EE | $3,129 | $5,160-39.4% | $4,136-24.3% | $4,837-35.3% |
| Participant deferral / active EE | $9,406 | $6,440+46.1% | $5,506+70.8% | $6,341+48.3% |
| Admin fee / account holder | $4,787 | $13,259-63.9% | $10,280-53.4% | $12,309-61.1% |