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 | $256,543 | $104,251+146.1% | $91,001+181.9% | $147,584+73.8% |
| Participation rate | 85.7% | 78.2%+7.5pp | 75.6%+10.1pp | 82.8%+2.9pp |
| Annual return | 13.00% | 27.06%-14.1pp | 4.60%+8.4pp | 578.55%-565.5pp |
| Employer contribution / active EE | $3,196 | $3,116+2.6% | $2,456+30.2% | $4,876-34.5% |
| Participant deferral / active EE | $11,905 | $4,195+183.8% | $3,547+235.6% | $5,439+118.9% |
| Admin fee / account holder | $2,050 | $8,948-77.1% | $5,417-62.2% | $10,885-81.2% |