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 | $378,889 | $210,408+80.1% | $153,485+146.9% | $145,922+159.7% |
| Participation rate | 90.9% | 82.1%+8.8pp | 77.1%+13.8pp | 80.3%+10.6pp |
| Annual return | 9.17% | 13.37%-4.2pp | 15.65%-6.5pp | 561.29%-552.1pp |
| Employer contribution / active EE | $2,507 | $6,048-58.6% | $5,039-50.3% | $4,660-46.2% |
| Participant deferral / active EE | $6,305 | $7,975-20.9% | $6,757-6.7% | $6,688-5.7% |
| Admin fee / account holder | $2,998 | $19,419-84.6% | $12,724-76.4% | $13,397-77.6% |