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 | $251,358 | $77,314+225.1% | $177,989+41.2% | $80,856+210.9% |
| Participation rate | 72.2% | 65.7%+6.5pp | 77.1%-4.9pp | 67.6%+4.6pp |
| Annual return | 14.18% | 18.09%-3.9pp | 294.48%-280.3pp | 35.59%-21.4pp |
| Employer contribution / active EE | $882 | $2,292-61.5% | $3,949-77.7% | $2,755-68.0% |
| Participant deferral / active EE | $7,238 | $4,411+64.1% | $6,276+15.3% | $4,296+68.5% |
| Admin fee / account holder | $10,413 | $7,191+44.8% | $10,363+0.5% | $6,918+50.5% |