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 | $318,321 | $116,175+174.0% | $93,606+240.1% | $152,861+108.2% |
| Participation rate | 83.3% | 78.0%+5.3pp | 75.8%+7.5pp | 82.4%+0.9pp |
| Annual return | 23.85% | 35.96%-12.1pp | 32.76%-8.9pp | 345.32%-321.5pp |
| Employer contribution / active EE | $1,312 | $3,218-59.2% | $2,718-51.7% | $4,762-72.5% |
| Participant deferral / active EE | $7,122 | $4,603+54.7% | $4,069+75.0% | $5,850+21.7% |
| Admin fee / account holder | $2,231 | $10,748-79.2% | $7,888-71.7% | $11,596-80.8% |