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 | $262,669 | $152,587+72.1% | $125,175+109.8% | $152,861+71.8% |
| Participation rate | 88.9% | 83.3%+5.6pp | 79.8%+9.1pp | 82.4%+6.4pp |
| Annual return | 18.73% | 54.84%-36.1pp | 43.79%-25.1pp | 345.32%-326.6pp |
| Employer contribution / active EE | $5,756 | $4,946+16.4% | $3,865+48.9% | $4,762+20.9% |
| Participant deferral / active EE | $17,119 | $5,868+191.7% | $4,937+246.8% | $5,850+192.6% |
| Admin fee / account holder | $3,086 | $13,434-77.0% | $9,702-68.2% | $11,596-73.4% |