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 | $324,046 | $127,264+154.6% | $109,895+194.9% | $167,490+93.5% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.2%+0.8pp | 82.1%-7.1pp |
| Annual return | 18.62% | 22.97%-4.3pp | 29.45%-10.8pp | 478.56%-459.9pp |
| Employer contribution / active EE | $530 | $3,322-84.0% | $2,842-81.4% | $4,837-89.0% |
| Participant deferral / active EE | $979 | $4,514-78.3% | $4,048-75.8% | $6,341-84.6% |
| Admin fee / account holder | $2,851 | $7,114-59.9% | $6,066-53.0% | $12,309-76.8% |