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 | $284,116 | $152,587+86.2% | $125,175+127.0% | $152,861+85.9% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 17.85% | 54.84%-37.0pp | 43.79%-25.9pp | 345.32%-327.5pp |
| Employer contribution / active EE | $2,975 | $4,946-39.9% | $3,865-23.0% | $4,762-37.5% |
| Participant deferral / active EE | $14,667 | $5,868+149.9% | $4,937+197.1% | $5,850+150.7% |
| Admin fee / account holder | $4,862 | $13,434-63.8% | $9,702-49.9% | $11,596-58.1% |