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 | $250,169 | $106,515+134.9% | $96,683+158.8% | $139,434+79.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 13.47% | 38.43%-25.0pp | 35.69%-22.2pp | 372.94%-359.5pp |
| Employer contribution / active EE | $2,442 | $4,103-40.5% | $3,737-34.7% | $4,751-48.6% |
| Participant deferral / active EE | $12,398 | $5,454+127.3% | $4,878+154.2% | $6,710+84.8% |
| Admin fee / account holder | $6,289 | $7,877-20.2% | $6,730-6.5% | $11,403-44.8% |