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 | $315,856 | $112,729+180.2% | $98,716+220.0% | $137,256+130.1% |
| Participation rate | 73.3% | 74.2%-0.9pp | 69.3%+4.0pp | 80.0%-6.6pp |
| Annual return | 12.84% | 38.48%-25.6pp | 31.81%-19.0pp | 220.34%-207.5pp |
| Employer contribution / active EE | $3,833 | $2,725+40.6% | $2,279+68.2% | $4,156-7.8% |
| Participant deferral / active EE | $7,248 | $4,640+56.2% | $4,048+79.1% | $6,407+13.1% |
| Admin fee / account holder | $843 | $10,129-91.7% | $8,703-90.3% | $12,270-93.1% |