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 | $375,872 | $176,812+112.6% | $146,665+156.3% | $167,490+124.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 11.62% | 24.03%-12.4pp | 22.74%-11.1pp | 478.56%-466.9pp |
| Employer contribution / active EE | $2,167 | $5,160-58.0% | $4,136-47.6% | $4,837-55.2% |
| Participant deferral / active EE | $4,514 | $6,440-29.9% | $5,506-18.0% | $6,341-28.8% |
| Admin fee / account holder | $6,413 | $13,259-51.6% | $10,280-37.6% | $12,309-47.9% |