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 9-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 | $363,000 | $149,734+142.4% | $118,925+205.2% | $158,922+128.4% |
| Participation rate | 75.0% | 82.1%-7.1pp | 75.4%-0.4pp | 82.0%-7.0pp |
| Annual return | 10.96% | 19.95%-9.0pp | 35.88%-24.9pp | 302.83%-291.9pp |
| Employer contribution / active EE | $10,542 | $4,115+156.2% | $3,263+223.1% | $4,761+121.4% |
| Participant deferral / active EE | $10,800 | $5,223+106.8% | $4,265+153.2% | $5,982+80.5% |
| Admin fee / account holder | $3,485 | $8,603-59.5% | $6,581-47.0% | $11,246-69.0% |