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 | $392,183 | $85,022+361.3% | $70,515+456.2% | $139,434+181.3% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 14.57% | 30.38%-15.8pp | 32.77%-18.2pp | 372.94%-358.4pp |
| Employer contribution / active EE | $2,204 | $3,909-43.6% | $2,973-25.9% | $4,751-53.6% |
| Participant deferral / active EE | $1,200 | $5,890-79.6% | $4,567-73.7% | $6,710-82.1% |
| Admin fee / account holder | $14,711 | $8,906+65.2% | $6,412+129.4% | $11,403+29.0% |