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 | $257,186 | $89,753+186.5% | $107,525+139.2% | $84,808+203.3% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 20.25% | 29.48%-9.2pp | 181.32%-161.1pp | 40.90%-20.7pp |
| Employer contribution / active EE | $2,824 | $3,113-9.3% | $3,754-24.8% | $2,631+7.3% |
| Participant deferral / active EE | $8,564 | $4,056+111.1% | $5,116+67.4% | $4,212+103.3% |
| Admin fee / account holder | $2,715 | $7,222-62.4% | $8,919-69.6% | $7,344-63.0% |