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 | $408,117 | $228,332+78.7% | $185,823+119.6% | $158,922+156.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 19.16% | 40.80%-21.6pp | 35.95%-16.8pp | 302.83%-283.7pp |
| Employer contribution / active EE | $2,975 | $4,967-40.1% | $4,087-27.2% | $4,761-37.5% |
| Participant deferral / active EE | $4,776 | $6,415-25.5% | $5,632-15.2% | $5,982-20.2% |
| Admin fee / account holder | $3,739 | $11,864-68.5% | $9,500-60.6% | $11,246-66.8% |