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 | $319,125 | $162,781+96.0% | $133,956+138.2% | $158,922+100.8% |
| Participation rate | 81.8% | 83.2%-1.4pp | 79.8%+2.0pp | 82.0%-0.1pp |
| Annual return | 16.43% | 41.94%-25.5pp | 45.09%-28.7pp | 302.83%-286.4pp |
| Employer contribution / active EE | $3,711 | $4,975-25.4% | $3,919-5.3% | $4,761-22.1% |
| Participant deferral / active EE | $6,546 | $5,911+10.7% | $5,048+29.7% | $5,982+9.4% |
| Admin fee / account holder | $39,896 | $11,736+239.9% | $8,927+346.9% | $11,246+254.8% |