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 | $251,669 | $101,618+147.7% | $93,063+170.4% | $137,256+83.4% |
| Participation rate | 72.7% | 74.9%-2.2pp | 72.1%+0.6pp | 80.0%-7.2pp |
| Annual return | 12.00% | 223.95%-211.9pp | 34.15%-22.2pp | 220.34%-208.3pp |
| Employer contribution / active EE | $631 | $2,707-76.7% | $2,476-74.5% | $4,156-84.8% |
| Participant deferral / active EE | $1,819 | $4,279-57.5% | $3,958-54.0% | $6,407-71.6% |
| Admin fee / account holder | $3,073 | $6,198-50.4% | $6,033-49.1% | $12,270-75.0% |