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 | $254,647 | $116,175+119.2% | $93,606+172.0% | $152,861+66.6% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 25.29% | 35.96%-10.7pp | 32.76%-7.5pp | 345.32%-320.0pp |
| Employer contribution / active EE | $2,891 | $3,218-10.2% | $2,718+6.4% | $4,762-39.3% |
| Participant deferral / active EE | $8,054 | $4,603+75.0% | $4,069+98.0% | $5,850+37.7% |
| Admin fee / account holder | $9,860 | $10,748-8.3% | $7,888+25.0% | $11,596-15.0% |