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 | $320,905 | $99,341+223.0% | $84,750+278.6% | $273,961+17.1% |
| Participation rate | 83.3% | 80.7%+2.6pp | 76.6%+6.7pp | 83.0%+0.3pp |
| Annual return | 8.08% | 22.93%-14.8pp | 22.78%-14.7pp | 41.45%-33.4pp |
| Employer contribution / active EE | $18,871 | $4,214+347.8% | $3,574+428.0% | $4,869+287.6% |
| Participant deferral / active EE | $9,216 | $4,269+115.9% | $3,712+148.3% | $5,287+74.3% |
| Admin fee / account holder | $2,949 | $6,644-55.6% | $5,332-44.7% | $10,132-70.9% |