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 | $268,866 | $154,117+74.5% | $129,995+106.8% | $139,434+92.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 22.75% | 32.48%-9.7pp | -137.18%+159.9pp | 372.94%-350.2pp |
| Employer contribution / active EE | $4,687 | $5,289-11.4% | $4,320+8.5% | $4,751-1.3% |
| Participant deferral / active EE | $5,749 | $6,710-14.3% | $5,820-1.2% | $6,710-14.3% |
| Admin fee / account holder | $1,785 | $14,007-87.3% | $10,614-83.2% | $11,403-84.3% |