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 | $319,691 | $117,983+171.0% | $101,794+214.1% | $142,382+124.5% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.2%+16.5pp | 80.1%+5.6pp |
| Annual return | 16.10% | 36.92%-20.8pp | 30.53%-14.4pp | 217.08%-201.0pp |
| Employer contribution / active EE | $10,100 | $2,773+264.3% | $2,289+341.3% | $4,299+134.9% |
| Participant deferral / active EE | $7,877 | $4,714+67.1% | $4,084+92.9% | $6,507+21.0% |
| Admin fee / account holder | $1,351 | $10,433-87.0% | $8,777-84.6% | $12,624-89.3% |