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 | $295,119 | $161,352+82.9% | $134,172+120.0% | $137,256+115.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 11.25% | 28.72%-17.5pp | 25.30%-14.1pp | 220.34%-209.1pp |
| Employer contribution / active EE | $2,002 | $4,099-51.2% | $3,420-41.5% | $4,156-51.8% |
| Participant deferral / active EE | $5,561 | $5,552+0.2% | $4,690+18.6% | $6,407-13.2% |
| Admin fee / account holder | $5,369 | $15,028-64.3% | $12,016-55.3% | $12,270-56.2% |