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 | $283,738 | $100,773+181.6% | $88,946+219.0% | $142,382+99.3% |
| Participation rate | 72.2% | 74.3%-2.1pp | 68.8%+3.4pp | 80.1%-7.9pp |
| Annual return | 14.77% | 70.18%-55.4pp | 57.82%-43.0pp | 217.08%-202.3pp |
| Employer contribution / active EE | $1,610 | $2,918-44.8% | $2,555-37.0% | $4,299-62.5% |
| Participant deferral / active EE | $6,740 | $5,230+28.9% | $4,581+47.1% | $6,507+3.6% |
| Admin fee / account holder | $5,986 | $9,693-38.2% | $8,261-27.5% | $12,624-52.6% |