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 | $263,983 | $110,257+139.4% | $96,544+173.4% | $139,434+89.3% |
| Participation rate | 83.3% | 78.1%+5.2pp | 76.0%+7.4pp | 80.3%+3.0pp |
| Annual return | 10.11% | 26.32%-16.2pp | 25.84%-15.7pp | 372.94%-362.8pp |
| Employer contribution / active EE | $7,386 | $3,620+104.0% | $2,965+149.1% | $4,751+55.5% |
| Participant deferral / active EE | $14,854 | $5,548+167.7% | $4,851+206.2% | $6,710+121.4% |
| Admin fee / account holder | $4,876 | $11,591-57.9% | $8,252-40.9% | $11,403-57.2% |