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 | $269,014 | $107,934+149.2% | $91,989+192.4% | $152,861+76.0% |
| Participation rate | 81.3% | 81.2%+0.1pp | 78.6%+2.6pp | 82.4%-1.2pp |
| Annual return | 17.20% | 89.24%-72.0pp | 69.02%-51.8pp | 345.32%-328.1pp |
| Employer contribution / active EE | $1,045 | $4,210-75.2% | $3,452-69.7% | $4,762-78.1% |
| Participant deferral / active EE | $10,453 | $6,364+64.2% | $5,923+76.5% | $5,850+78.7% |
| Admin fee / account holder | $980 | $10,520-90.7% | $7,743-87.3% | $11,596-91.5% |