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 | $280,959 | $127,777+119.9% | $106,548+163.7% | $167,490+67.7% |
| Participation rate | 88.9% | 78.3%+10.6pp | 76.1%+12.8pp | 82.1%+6.8pp |
| Annual return | 12.86% | 33.87%-21.0pp | 26.80%-13.9pp | 478.56%-465.7pp |
| Employer contribution / active EE | $1,822 | $3,427-46.8% | $2,819-35.4% | $4,837-62.3% |
| Participant deferral / active EE | $4,046 | $5,087-20.5% | $4,398-8.0% | $6,341-36.2% |
| Admin fee / account holder | $2,990 | $11,228-73.4% | $7,407-59.6% | $12,309-75.7% |