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 | $362,065 | $117,983+206.9% | $101,794+255.7% | $142,382+154.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 18.83% | 36.92%-18.1pp | 30.53%-11.7pp | 217.08%-198.2pp |
| Employer contribution / active EE | $2,721 | $2,773-1.9% | $2,289+18.9% | $4,299-36.7% |
| Participant deferral / active EE | $5,291 | $4,714+12.2% | $4,084+29.6% | $6,507-18.7% |
| Admin fee / account holder | $856 | $10,433-91.8% | $8,777-90.2% | $12,624-93.2% |