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 | $281,378 | $124,281+126.4% | $109,143+157.8% | $167,490+68.0% |
| Participation rate | 92.3% | 79.4%+12.9pp | 75.9%+16.4pp | 82.1%+10.2pp |
| Annual return | 19.81% | 26.04%-6.2pp | 25.75%-5.9pp | 478.56%-458.8pp |
| Employer contribution / active EE | $2,283 | $4,207-45.7% | $3,722-38.7% | $4,837-52.8% |
| Participant deferral / active EE | $4,088 | $5,255-22.2% | $4,653-12.2% | $6,341-35.5% |
| Admin fee / account holder | $442 | $7,970-94.5% | $6,752-93.5% | $12,309-96.4% |