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 | $307,609 | $124,281+147.5% | $109,143+181.8% | $167,490+83.7% |
| Participation rate | 90.9% | 79.4%+11.5pp | 75.9%+15.0pp | 82.1%+8.8pp |
| Annual return | 19.43% | 26.04%-6.6pp | 25.75%-6.3pp | 478.56%-459.1pp |
| Employer contribution / active EE | $2,503 | $4,207-40.5% | $3,722-32.7% | $4,837-48.3% |
| Participant deferral / active EE | $6,213 | $5,255+18.2% | $4,653+33.5% | $6,341-2.0% |
| Admin fee / account holder | $2,604 | $7,970-67.3% | $6,752-61.4% | $12,309-78.8% |