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 | $285,266 | $176,812+61.3% | $146,665+94.5% | $167,490+70.3% |
| Participation rate | 84.2% | 83.6%+0.6pp | 80.1%+4.1pp | 82.1%+2.1pp |
| Annual return | 10.49% | 24.03%-13.5pp | 22.74%-12.3pp | 478.56%-468.1pp |
| Employer contribution / active EE | $2,799 | $5,160-45.8% | $4,136-32.3% | $4,837-42.1% |
| Participant deferral / active EE | $7,415 | $6,440+15.2% | $5,506+34.7% | $6,341+16.9% |
| Admin fee / account holder | $1,484 | $13,259-88.8% | $10,280-85.6% | $12,309-87.9% |