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 | $285,978 | $99,877+186.3% | $84,966+236.6% | $145,922+96.0% |
| Participation rate | 87.5% | 74.1%+13.4pp | 67.5%+20.0pp | 80.3%+7.2pp |
| Annual return | 16.56% | 83.76%-67.2pp | 66.38%-49.8pp | 561.29%-544.7pp |
| Employer contribution / active EE | $1,706 | $3,231-47.2% | $2,727-37.4% | $4,660-63.4% |
| Participant deferral / active EE | $3,627 | $5,291-31.4% | $4,519-19.7% | $6,688-45.8% |
| Admin fee / account holder | $2,478 | $7,248-65.8% | $6,149-59.7% | $13,397-81.5% |