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 | $268,666 | $85,022+216.0% | $70,515+281.0% | $139,434+92.7% |
| Participation rate | 71.4% | 73.9%-2.5pp | 68.3%+3.1pp | 80.3%-8.9pp |
| Annual return | 20.08% | 30.38%-10.3pp | 32.77%-12.7pp | 372.94%-352.9pp |
| Employer contribution / active EE | $2,156 | $3,909-44.8% | $2,973-27.5% | $4,751-54.6% |
| Participant deferral / active EE | $7,785 | $5,890+32.2% | $4,567+70.5% | $6,710+16.0% |
| Admin fee / account holder | $8,565 | $8,906-3.8% | $6,412+33.6% | $11,403-24.9% |