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 | $277,908 | $162,781+70.7% | $133,956+107.5% | $158,922+74.9% |
| Participation rate | 70.0% | 83.2%-13.2pp | 79.8%-9.8pp | 82.0%-12.0pp |
| Annual return | 15.87% | 41.94%-26.1pp | 45.09%-29.2pp | 302.83%-287.0pp |
| Employer contribution / active EE | $1,985 | $4,975-60.1% | $3,919-49.3% | $4,761-58.3% |
| Participant deferral / active EE | $1,985 | $5,911-66.4% | $5,048-60.7% | $5,982-66.8% |
| Admin fee / account holder | $14,086 | $11,736+20.0% | $8,927+57.8% | $11,246+25.3% |