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 3-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 | $264,638 | $99,877+165.0% | $84,966+211.5% | $145,922+81.4% |
| Participation rate | 83.3% | 74.1%+9.2pp | 67.5%+15.8pp | 80.3%+3.1pp |
| Annual return | 13.77% | 83.76%-70.0pp | 66.38%-52.6pp | 561.29%-547.5pp |
| Employer contribution / active EE | $4,486 | $3,231+38.8% | $2,727+64.5% | $4,660-3.7% |
| Participant deferral / active EE | $11,381 | $5,291+115.1% | $4,519+151.8% | $6,688+70.2% |
| Admin fee / account holder | $12,413 | $7,248+71.3% | $6,149+101.9% | $13,397-7.3% |