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 | $269,404 | $110,261+144.3% | $95,745+181.4% | $139,434+93.2% |
| Participation rate | 86.7% | 75.8%+10.9pp | 72.3%+14.4pp | 80.3%+6.3pp |
| Annual return | 22.71% | 27.11%-4.4pp | 28.35%-5.6pp | 372.94%-350.2pp |
| Employer contribution / active EE | $4,438 | $3,257+36.3% | $2,835+56.6% | $4,751-6.6% |
| Participant deferral / active EE | $10,935 | $4,676+133.9% | $4,245+157.6% | $6,710+63.0% |
| Admin fee / account holder | $1,516 | $6,613-77.1% | $5,678-73.3% | $11,403-86.7% |