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 5-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 | $284,450 | $214,378+32.7% | $200,582+41.8% | $142,382+99.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 23.84% | 46.41%-22.6pp | 42.33%-18.5pp | 217.08%-193.2pp |
| Employer contribution / active EE | $11,157 | $6,841+63.1% | $6,419+73.8% | $4,299+159.5% |
| Participant deferral / active EE | $6,383 | $9,865-35.3% | $9,331-31.6% | $6,507-1.9% |
| Admin fee / account holder | $10,468 | $17,692-40.8% | $16,305-35.8% | $12,624-17.1% |