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 | $422,065 | $117,841+258.2% | $102,423+312.1% | $145,922+189.2% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 17.21% | 31.65%-14.4pp | 29.32%-12.1pp | 561.29%-544.1pp |
| Employer contribution / active EE | $2,514 | $3,615-30.4% | $3,023-16.8% | $4,660-46.0% |
| Participant deferral / active EE | $8,783 | $5,731+53.3% | $5,053+73.8% | $6,688+31.3% |
| Admin fee / account holder | $18,203 | $13,326+36.6% | $9,451+92.6% | $13,397+35.9% |