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 | $354,496 | $163,101+117.3% | $136,749+159.2% | $142,382+149.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 19.94% | 27.54%-7.6pp | 24.33%-4.4pp | 217.08%-197.1pp |
| Employer contribution / active EE | $4,316 | $4,117+4.8% | $3,400+27.0% | $4,299+0.4% |
| Participant deferral / active EE | $11,184 | $5,585+100.3% | $4,692+138.4% | $6,507+71.9% |
| Admin fee / account holder | $3,583 | $14,318-75.0% | $11,386-68.5% | $12,624-71.6% |