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 | $402,167 | $152,587+163.6% | $125,175+221.3% | $152,861+163.1% |
| Participation rate | 75.0% | 83.3%-8.3pp | 79.8%-4.8pp | 82.4%-7.4pp |
| Annual return | 17.19% | 54.84%-37.6pp | 43.79%-26.6pp | 345.32%-328.1pp |
| Employer contribution / active EE | $3,093 | $4,946-37.5% | $3,865-20.0% | $4,762-35.0% |
| Participant deferral / active EE | $10,709 | $5,868+82.5% | $4,937+116.9% | $5,850+83.1% |
| Admin fee / account holder | $9,823 | $13,434-26.9% | $9,702+1.2% | $11,596-15.3% |