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 | $317,187 | $101,618+212.1% | $93,063+240.8% | $137,256+131.1% |
| Participation rate | 81.8% | 74.9%+6.9pp | 72.1%+9.7pp | 80.0%+1.9pp |
| Annual return | 15.98% | 223.95%-208.0pp | 34.15%-18.2pp | 220.34%-204.4pp |
| Employer contribution / active EE | $1,763 | $2,707-34.9% | $2,476-28.8% | $4,156-57.6% |
| Participant deferral / active EE | $5,268 | $4,279+23.1% | $3,958+33.1% | $6,407-17.8% |
| Admin fee / account holder | $40,886 | $6,198+559.6% | $6,033+577.7% | $12,270+233.2% |