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 | $396,937 | $127,777+210.6% | $106,548+272.5% | $167,490+137.0% |
| Participation rate | 92.9% | 78.3%+14.6pp | 76.1%+16.7pp | 82.1%+10.8pp |
| Annual return | 10.94% | 33.87%-22.9pp | 26.80%-15.9pp | 478.56%-467.6pp |
| Employer contribution / active EE | $3,301 | $3,427-3.7% | $2,819+17.1% | $4,837-31.8% |
| Participant deferral / active EE | $4,868 | $5,087-4.3% | $4,398+10.7% | $6,341-23.2% |
| Admin fee / account holder | $56,028 | $11,228+399.0% | $7,407+656.4% | $12,309+355.2% |