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 | $255,999 | $115,882+120.9% | $100,516+154.7% | $158,922+61.1% |
| Participation rate | 80.0% | 81.6%-1.6pp | 79.4%+0.6pp | 82.0%-2.0pp |
| Annual return | 31.20% | 34.79%-3.6pp | 30.89%+0.3pp | 302.83%-271.6pp |
| Employer contribution / active EE | $3,551 | $4,103-13.5% | $3,418+3.9% | $4,761-25.4% |
| Participant deferral / active EE | $10,324 | $6,674+54.7% | $6,270+64.7% | $5,982+72.6% |
| Admin fee / account holder | $884 | $10,995-92.0% | $8,081-89.1% | $11,246-92.1% |