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 | $326,644 | $117,983+176.9% | $101,794+220.9% | $142,382+129.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 13.64% | 36.92%-23.3pp | 30.53%-16.9pp | 217.08%-203.4pp |
| Employer contribution / active EE | $1,297 | $2,773-53.2% | $2,289-43.3% | $4,299-69.8% |
| Participant deferral / active EE | $3,912 | $4,714-17.0% | $4,084-4.2% | $6,507-39.9% |
| Admin fee / account holder | $2,864 | $10,433-72.6% | $8,777-67.4% | $12,624-77.3% |