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 | $250,328 | $159,602+56.8% | $150,045+66.8% | $142,382+75.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.15% | 70.24%-53.1pp | 62.55%-45.4pp | 217.08%-199.9pp |
| Employer contribution / active EE | $4,045 | $4,961-18.5% | $4,693-13.8% | $4,299-5.9% |
| Participant deferral / active EE | $5,818 | $8,310-30.0% | $7,997-27.2% | $6,507-10.6% |
| Admin fee / account holder | $755 | $14,846-94.9% | $13,435-94.4% | $12,624-94.0% |