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 | $384,568 | $162,781+136.2% | $133,956+187.1% | $158,922+142.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 16.49% | 41.94%-25.5pp | 45.09%-28.6pp | 302.83%-286.3pp |
| Employer contribution / active EE | $2,310 | $4,975-53.6% | $3,919-41.1% | $4,761-51.5% |
| Participant deferral / active EE | $4,827 | $5,911-18.3% | $5,048-4.4% | $5,982-19.3% |
| Admin fee / account holder | $1,293 | $11,736-89.0% | $8,927-85.5% | $11,246-88.5% |