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 | $388,480 | $210,408+84.6% | $153,485+153.1% | $145,922+166.2% |
| Participation rate | 95.8% | 82.1%+13.7pp | 77.1%+18.8pp | 80.3%+15.6pp |
| Annual return | 12.13% | 13.37%-1.2pp | 15.65%-3.5pp | 561.29%-549.2pp |
| Employer contribution / active EE | $4,589 | $6,048-24.1% | $5,039-8.9% | $4,660-1.5% |
| Participant deferral / active EE | $6,032 | $7,975-24.4% | $6,757-10.7% | $6,688-9.8% |
| Admin fee / account holder | $3,829 | $19,419-80.3% | $12,724-69.9% | $13,397-71.4% |