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 | $275,345 | $140,940+95.4% | $112,229+145.3% | $139,434+97.5% |
| Participation rate | 91.7% | 79.2%+12.5pp | 72.4%+19.2pp | 80.3%+11.3pp |
| Annual return | 18.51% | 32.71%-14.2pp | 30.20%-11.7pp | 372.94%-354.4pp |
| Employer contribution / active EE | $3,932 | $4,283-8.2% | $3,430+14.6% | $4,751-17.2% |
| Participant deferral / active EE | $9,363 | $5,874+59.4% | $4,798+95.2% | $6,710+39.5% |
| Admin fee / account holder | $1,390 | $9,954-86.0% | $7,748-82.1% | $11,403-87.8% |