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 | $574,540 | $106,515+439.4% | $96,683+494.3% | $139,434+312.1% |
| Participation rate | 83.3% | 77.8%+5.5pp | 74.3%+9.0pp | 80.3%+3.0pp |
| Annual return | 16.68% | 38.43%-21.7pp | 35.69%-19.0pp | 372.94%-356.3pp |
| Employer contribution / active EE | $2,876 | $4,103-29.9% | $3,737-23.0% | $4,751-39.5% |
| Participant deferral / active EE | $3,734 | $5,454-31.5% | $4,878-23.5% | $6,710-44.4% |
| Admin fee / account holder | $2,033 | $7,877-74.2% | $6,730-69.8% | $11,403-82.2% |