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 | $277,505 | $163,101+70.1% | $136,749+102.9% | $142,382+94.9% |
| Participation rate | 93.3% | 78.2%+15.1pp | 72.1%+21.2pp | 80.1%+13.2pp |
| Annual return | 14.31% | 27.54%-13.2pp | 24.33%-10.0pp | 217.08%-202.8pp |
| Employer contribution / active EE | $2,294 | $4,117-44.3% | $3,400-32.5% | $4,299-46.6% |
| Participant deferral / active EE | $12,088 | $5,585+116.4% | $4,692+157.6% | $6,507+85.8% |
| Admin fee / account holder | $580 | $14,318-95.9% | $11,386-94.9% | $12,624-95.4% |