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 | $250,347 | $176,812+41.6% | $146,665+70.7% | $167,490+49.5% |
| Participation rate | 77.8% | 83.6%-5.8pp | 80.1%-2.3pp | 82.1%-4.3pp |
| Annual return | 19.12% | 24.03%-4.9pp | 22.74%-3.6pp | 478.56%-459.4pp |
| Employer contribution / active EE | $2,385 | $5,160-53.8% | $4,136-42.3% | $4,837-50.7% |
| Participant deferral / active EE | $5,943 | $6,440-7.7% | $5,506+7.9% | $6,341-6.3% |
| Admin fee / account holder | $55,265 | $13,259+316.8% | $10,280+437.6% | $12,309+349.0% |