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 | $326,028 | $106,515+206.1% | $96,683+237.2% | $139,434+133.8% |
| Participation rate | 88.9% | 77.8%+11.0pp | 74.3%+14.5pp | 80.3%+8.6pp |
| Annual return | 12.78% | 38.43%-25.6pp | 35.69%-22.9pp | 372.94%-360.2pp |
| Employer contribution / active EE | $3,364 | $4,103-18.0% | $3,737-10.0% | $4,751-29.2% |
| Participant deferral / active EE | $10,906 | $5,454+100.0% | $4,878+123.6% | $6,710+62.5% |
| Admin fee / account holder | $1,295 | $7,877-83.6% | $6,730-80.8% | $11,403-88.6% |