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 | $253,846 | $135,952+86.7% | $123,892+104.9% | $273,961-7.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 11.75% | 56.63%-44.9pp | 47.52%-35.8pp | 41.45%-29.7pp |
| Employer contribution / active EE | $2,921 | $5,170-43.5% | $4,617-36.7% | $4,869-40.0% |
| Participant deferral / active EE | $6,520 | $6,343+2.8% | $5,984+9.0% | $5,287+23.3% |
| Admin fee / account holder | $4,400 | $9,817-55.2% | $8,357-47.3% | $10,132-56.6% |