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 | $344,118 | $117,983+191.7% | $101,794+238.1% | $142,382+141.7% |
| Participation rate | 81.8% | 74.2%+7.6pp | 69.2%+12.6pp | 80.1%+1.7pp |
| Annual return | 16.02% | 36.92%-20.9pp | 30.53%-14.5pp | 217.08%-201.1pp |
| Employer contribution / active EE | $2,881 | $2,773+3.9% | $2,289+25.9% | $4,299-33.0% |
| Participant deferral / active EE | $7,092 | $4,714+50.5% | $4,084+73.7% | $6,507+9.0% |
| Admin fee / account holder | $1,667 | $10,433-84.0% | $8,777-81.0% | $12,624-86.8% |