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 | $350,183 | $115,770+202.5% | $101,248+245.9% | $158,922+120.3% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 16.91% | 56.14%-39.2pp | 46.47%-29.6pp | 302.83%-285.9pp |
| Employer contribution / active EE | $1,602 | $4,175-61.6% | $3,660-56.2% | $4,761-66.3% |
| Participant deferral / active EE | $10,273 | $4,957+107.2% | $4,370+135.1% | $5,982+71.7% |
| Admin fee / account holder | $4,902 | $7,245-32.3% | $5,945-17.5% | $11,246-56.4% |