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 | $262,723 | $176,812+48.6% | $146,665+79.1% | $167,490+56.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 15.99% | 24.03%-8.0pp | 22.74%-6.8pp | 478.56%-462.6pp |
| Employer contribution / active EE | $4,213 | $5,160-18.4% | $4,136+1.8% | $4,837-12.9% |
| Participant deferral / active EE | $9,963 | $6,440+54.7% | $5,506+81.0% | $6,341+57.1% |
| Admin fee / account holder | $6,151 | $13,259-53.6% | $10,280-40.2% | $12,309-50.0% |