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 6-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 | $257,725 | $106,515+142.0% | $96,683+166.6% | $139,434+84.8% |
| Participation rate | 81.8% | 77.8%+4.0pp | 74.3%+7.5pp | 80.3%+1.5pp |
| Annual return | 23.36% | 38.43%-15.1pp | 35.69%-12.3pp | 372.94%-349.6pp |
| Employer contribution / active EE | $2,947 | $4,103-28.2% | $3,737-21.1% | $4,751-38.0% |
| Participant deferral / active EE | $8,658 | $5,454+58.7% | $4,878+77.5% | $6,710+29.0% |
| Admin fee / account holder | $1,457 | $7,877-81.5% | $6,730-78.3% | $11,403-87.2% |