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 | $333,828 | $99,341+236.0% | $84,750+293.9% | $273,961+21.9% |
| Participation rate | 85.7% | 80.7%+5.0pp | 76.6%+9.1pp | 83.0%+2.7pp |
| Annual return | 11.48% | 22.93%-11.4pp | 22.78%-11.3pp | 41.45%-30.0pp |
| Employer contribution / active EE | $1,780 | $4,214-57.8% | $3,574-50.2% | $4,869-63.4% |
| Participant deferral / active EE | $8,683 | $4,269+103.4% | $3,712+133.9% | $5,287+64.2% |
| Admin fee / account holder | $890 | $6,644-86.6% | $5,332-83.3% | $10,132-91.2% |