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 | $305,736 | $106,890+186.0% | $84,015+263.9% | $152,861+100.0% |
| Participation rate | 83.3% | 75.2%+8.1pp | 69.0%+14.3pp | 82.4%+0.9pp |
| Annual return | 23.69% | 104.99%-81.3pp | 71.31%-47.6pp | 345.32%-321.6pp |
| Employer contribution / active EE | $2,210 | $2,734-19.2% | $1,983+11.4% | $4,762-53.6% |
| Participant deferral / active EE | $5,950 | $4,011+48.3% | $3,239+83.7% | $5,850+1.7% |
| Admin fee / account holder | $2,888 | $8,285-65.1% | $6,101-52.7% | $11,596-75.1% |