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 | $295,339 | $100,326+194.4% | $180,183+63.9% | $84,808+248.2% |
| Participation rate | 94.1% | 71.0%+23.1pp | 77.4%+16.7pp | 68.3%+25.8pp |
| Annual return | 14.12% | 17.86%-3.7pp | 27.86%-13.7pp | 40.90%-26.8pp |
| Employer contribution / active EE | $4,717 | $3,269+44.3% | $5,039-6.4% | $2,631+79.3% |
| Participant deferral / active EE | $6,545 | $5,066+29.2% | $6,822-4.1% | $4,212+55.4% |
| Admin fee / account holder | $18,275 | $9,674+88.9% | $19,975-8.5% | $7,344+148.9% |