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 | $365,349 | $99,020+269.0% | $86,590+321.9% | $147,584+147.6% |
| Participation rate | 75.0% | 76.3%-1.3pp | 73.5%+1.5pp | 82.8%-7.8pp |
| Annual return | 11.49% | 1312.34%-1300.8pp | 964.84%-953.3pp | 578.55%-567.1pp |
| Employer contribution / active EE | $2,380 | $3,132-24.0% | $2,839-16.2% | $4,876-51.2% |
| Participant deferral / active EE | $3,249 | $3,972-18.2% | $3,609-10.0% | $5,439-40.3% |
| Admin fee / account holder | $154,635 | $5,710+2608.0% | $4,906+3052.2% | $10,885+1320.6% |