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 | $364,252 | $98,240+270.8% | $82,313+342.5% | $147,584+146.8% |
| Participation rate | 92.3% | 79.7%+12.6pp | 76.9%+15.4pp | 82.8%+9.5pp |
| Annual return | 16.73% | 30.85%-14.1pp | 25.88%-9.2pp | 578.55%-561.8pp |
| Employer contribution / active EE | $31,921 | $3,192+900.1% | $2,428+1214.5% | $4,876+554.6% |
| Participant deferral / active EE | $6,314 | $4,383+44.0% | $3,706+70.4% | $5,439+16.1% |
| Admin fee / account holder | $2,886 | $8,563-66.3% | $5,608-48.5% | $10,885-73.5% |