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 | $251,897 | $116,175+116.8% | $93,606+169.1% | $152,861+64.8% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 35.30% | 35.96%-0.7pp | 32.76%+2.5pp | 345.32%-310.0pp |
| Employer contribution / active EE | $4,980 | $3,218+54.7% | $2,718+83.2% | $4,762+4.6% |
| Participant deferral / active EE | $5,934 | $4,603+28.9% | $4,069+45.9% | $5,850+1.4% |
| Admin fee / account holder | $2,179 | $10,748-79.7% | $7,888-72.4% | $11,596-81.2% |