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 | $297,805 | $103,376+188.1% | $87,100+241.9% | $152,861+94.8% |
| Participation rate | 76.2% | 79.3%-3.2pp | 76.9%-0.7pp | 82.4%-6.3pp |
| Annual return | 17.13% | 28.10%-11.0pp | 28.19%-11.1pp | 345.32%-328.2pp |
| Employer contribution / active EE | $1,130 | $3,220-64.9% | $2,521-55.2% | $4,762-76.3% |
| Participant deferral / active EE | $1,820 | $4,778-61.9% | $4,049-55.0% | $5,850-68.9% |
| Admin fee / account holder | $1,704 | $12,205-86.0% | $7,497-77.3% | $11,596-85.3% |