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 | $386,899 | $180,028+114.9% | $138,135+180.1% | $158,922+143.5% |
| Participation rate | 90.9% | 82.2%+8.7pp | 78.7%+12.2pp | 82.0%+9.0pp |
| Annual return | 15.08% | 21.68%-6.6pp | 20.51%-5.4pp | 302.83%-287.7pp |
| Employer contribution / active EE | $3,699 | $7,470-50.5% | $5,587-33.8% | $4,761-22.3% |
| Participant deferral / active EE | $10,455 | $7,717+35.5% | $6,431+62.6% | $5,982+74.8% |
| Admin fee / account holder | $16,354 | $17,912-8.7% | $11,856+37.9% | $11,246+45.4% |