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 | $302,047 | $105,859+185.3% | $90,160+235.0% | $147,584+104.7% |
| Participation rate | 92.3% | 79.7%+12.6pp | 76.9%+15.4pp | 82.8%+9.5pp |
| Annual return | 15.62% | 37.63%-22.0pp | 34.88%-19.3pp | 578.55%-562.9pp |
| Employer contribution / active EE | $2,335 | $4,126-43.4% | $3,318-29.6% | $4,876-52.1% |
| Participant deferral / active EE | $7,588 | $5,733+32.3% | $5,288+43.5% | $5,439+39.5% |
| Admin fee / account holder | $61,944 | $8,046+669.9% | $5,943+942.3% | $10,885+469.1% |