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 | $270,548 | $149,734+80.7% | $118,925+127.5% | $158,922+70.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 6.35% | 19.95%-13.6pp | 35.88%-29.5pp | 302.83%-296.5pp |
| Employer contribution / active EE | $2,068 | $4,115-49.8% | $3,263-36.6% | $4,761-56.6% |
| Participant deferral / active EE | $9,319 | $5,223+78.4% | $4,265+118.5% | $5,982+55.8% |
| Admin fee / account holder | $1,020 | $8,603-88.1% | $6,581-84.5% | $11,246-90.9% |