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 | $271,781 | $72,492+274.9% | $87,100+212.0% | $72,985+272.4% |
| Participation rate | 74.4% | 72.8%+1.5pp | 76.9%-2.5pp | 69.5%+4.9pp |
| Annual return | 22.76% | 24.46%-1.7pp | 28.19%-5.4pp | 81.00%-58.2pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,982 | $3,270+52.4% | $4,049+23.0% | $3,607+38.1% |
| Admin fee / account holder | $2,648 | $5,055-47.6% | $7,497-64.7% | $5,124-48.3% |