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 | $269,828 | $85,022+217.4% | $70,515+282.7% | $139,434+93.5% |
| Participation rate | 85.7% | 73.9%+11.8pp | 68.3%+17.4pp | 80.3%+5.4pp |
| Annual return | 25.02% | 30.38%-5.4pp | 32.77%-7.8pp | 372.94%-347.9pp |
| Employer contribution / active EE | $647 | $3,909-83.4% | $2,973-78.2% | $4,751-86.4% |
| Participant deferral / active EE | $2,360 | $5,890-59.9% | $4,567-48.3% | $6,710-64.8% |
| Admin fee / account holder | $7,285 | $8,906-18.2% | $6,412+13.6% | $11,403-36.1% |