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 | $280,593 | $154,117+82.1% | $129,995+115.8% | $139,434+101.2% |
| Participation rate | 81.8% | 82.0%-0.1pp | 78.5%+3.3pp | 80.3%+1.5pp |
| Annual return | 18.66% | 32.48%-13.8pp | -137.18%+155.8pp | 372.94%-354.3pp |
| Employer contribution / active EE | $2,815 | $5,289-46.8% | $4,320-34.8% | $4,751-40.7% |
| Participant deferral / active EE | $11,370 | $6,710+69.4% | $5,820+95.4% | $6,710+69.4% |
| Admin fee / account holder | $7,599 | $14,007-45.7% | $10,614-28.4% | $11,403-33.4% |