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 | $163,101+80.9% | $136,749+115.8% | $142,382+107.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 11.25% | 27.54%-16.3pp | 24.33%-13.1pp | 217.08%-205.8pp |
| Employer contribution / active EE | $2,002 | $4,117-51.4% | $3,400-41.1% | $4,299-53.4% |
| Participant deferral / active EE | $5,561 | $5,585-0.4% | $4,692+18.5% | $6,507-14.5% |
| Admin fee / account holder | $5,369 | $14,318-62.5% | $11,386-52.8% | $12,624-57.5% |