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 | $336,674 | $110,261+205.3% | $95,745+251.6% | $139,434+141.5% |
| Participation rate | 75.0% | 75.8%-0.8pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 16.90% | 27.11%-10.2pp | 28.35%-11.5pp | 372.94%-356.0pp |
| Employer contribution / active EE | $4,544 | $3,257+39.5% | $2,835+60.3% | $4,751-4.3% |
| Participant deferral / active EE | $9,076 | $4,676+94.1% | $4,245+113.8% | $6,710+35.3% |
| Admin fee / account holder | $37,488 | $6,613+466.9% | $5,678+560.3% | $11,403+228.8% |