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 | $305,566 | $162,781+87.7% | $133,956+128.1% | $158,922+92.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 11.97% | 41.94%-30.0pp | 45.09%-33.1pp | 302.83%-290.9pp |
| Employer contribution / active EE | $2,835 | $4,975-43.0% | $3,919-27.7% | $4,761-40.5% |
| Participant deferral / active EE | $9,377 | $5,911+58.6% | $5,048+85.8% | $5,982+56.7% |
| Admin fee / account holder | $30,927 | $11,736+163.5% | $8,927+246.4% | $11,246+175.0% |