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 | $301,246 | $110,261+173.2% | $95,745+214.6% | $139,434+116.0% |
| Participation rate | 93.3% | 75.8%+17.6pp | 72.3%+21.1pp | 80.3%+13.0pp |
| Annual return | 14.58% | 27.11%-12.5pp | 28.35%-13.8pp | 372.94%-358.4pp |
| Employer contribution / active EE | $2,390 | $3,257-26.6% | $2,835-15.7% | $4,751-49.7% |
| Participant deferral / active EE | $9,137 | $4,676+95.4% | $4,245+115.3% | $6,710+36.2% |
| Admin fee / account holder | $6,798 | $6,613+2.8% | $5,678+19.7% | $11,403-40.4% |