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 | $263,506 | $101,618+159.3% | $93,063+183.1% | $137,256+92.0% |
| Participation rate | 76.5% | 74.9%+1.5pp | 72.1%+4.4pp | 80.0%-3.5pp |
| Annual return | 20.05% | 223.95%-203.9pp | 34.15%-14.1pp | 220.34%-200.3pp |
| Employer contribution / active EE | $2,301 | $2,707-15.0% | $2,476-7.1% | $4,156-44.6% |
| Participant deferral / active EE | $7,797 | $4,279+82.2% | $3,958+97.0% | $6,407+21.7% |
| Admin fee / account holder | $626 | $6,198-89.9% | $6,033-89.6% | $12,270-94.9% |