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 | $261,602 | $162,781+60.7% | $133,956+95.3% | $158,922+64.6% |
| Participation rate | 76.9% | 83.2%-6.3pp | 79.8%-2.9pp | 82.0%-5.0pp |
| Annual return | 10.49% | 41.94%-31.4pp | 45.09%-34.6pp | 302.83%-292.3pp |
| Employer contribution / active EE | $2,010 | $4,975-59.6% | $3,919-48.7% | $4,761-57.8% |
| Participant deferral / active EE | $4,010 | $5,911-32.2% | $5,048-20.6% | $5,982-33.0% |
| Admin fee / account holder | $32,561 | $11,736+177.4% | $8,927+264.7% | $11,246+189.5% |