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 | $366,901 | $154,228+137.9% | $145,433+152.3% | $137,256+167.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.53% | 74.59%-58.1pp | 66.58%-50.0pp | 220.34%-203.8pp |
| Employer contribution / active EE | $3,276 | $4,804-31.8% | $4,554-28.1% | $4,156-21.2% |
| Participant deferral / active EE | $10,981 | $8,216+33.6% | $7,897+39.0% | $6,407+71.4% |
| Admin fee / account holder | $2,890 | $14,344-79.8% | $13,129-78.0% | $12,270-76.4% |