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 | $289,337 | $124,319+132.7% | $111,297+160.0% | $167,490+72.7% |
| Participation rate | 83.3% | 79.6%+3.7pp | 77.3%+6.0pp | 82.1%+1.2pp |
| Annual return | 16.83% | 37.44%-20.6pp | 54.65%-37.8pp | 478.56%-461.7pp |
| Employer contribution / active EE | $1,263 | $3,435-63.2% | $2,731-53.7% | $4,837-73.9% |
| Participant deferral / active EE | $2,925 | $5,180-43.5% | $4,487-34.8% | $6,341-53.9% |
| Admin fee / account holder | $1,992 | $10,618-81.2% | $7,964-75.0% | $12,309-83.8% |