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 | $384,128 | $192,717+99.3% | $142,449+169.7% | $139,434+175.5% |
| Participation rate | 95.5% | 81.5%+14.0pp | 76.8%+18.7pp | 80.3%+15.1pp |
| Annual return | 16.12% | 17.99%-1.9pp | 19.99%-3.9pp | 372.94%-356.8pp |
| Employer contribution / active EE | $5,051 | $5,806-13.0% | $4,847+4.2% | $4,751+6.3% |
| Participant deferral / active EE | $6,707 | $7,208-7.0% | $6,283+6.7% | $6,710-0.1% |
| Admin fee / account holder | $20,024 | $15,124+32.4% | $10,011+100.0% | $11,403+75.6% |