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 | $269,145 | $117,983+128.1% | $101,794+164.4% | $142,382+89.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 15.96% | 36.92%-21.0pp | 30.53%-14.6pp | 217.08%-201.1pp |
| Employer contribution / active EE | $2,307 | $2,773-16.8% | $2,289+0.8% | $4,299-46.3% |
| Participant deferral / active EE | $15,000 | $4,714+218.2% | $4,084+267.3% | $6,507+130.5% |
| Admin fee / account holder | $10,785 | $10,433+3.4% | $8,777+22.9% | $12,624-14.6% |