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 | $296,867 | $228,332+30.0% | $185,823+59.8% | $158,922+86.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 11.67% | 40.80%-29.1pp | 35.95%-24.3pp | 302.83%-291.2pp |
| Employer contribution / active EE | $12,874 | $4,967+159.2% | $4,087+215.0% | $4,761+170.4% |
| Participant deferral / active EE | $5,816 | $6,415-9.3% | $5,632+3.3% | $5,982-2.8% |
| Admin fee / account holder | $4,342 | $11,864-63.4% | $9,500-54.3% | $11,246-61.4% |