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 6-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 | $272,963 | $148,534+83.8% | $135,903+100.9% | $139,434+95.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.60% | 79.19%-60.6pp | 68.23%-49.6pp | 372.94%-354.3pp |
| Employer contribution / active EE | $3,748 | $5,243-28.5% | $4,856-22.8% | $4,751-21.1% |
| Participant deferral / active EE | $20,940 | $8,100+158.5% | $7,758+169.9% | $6,710+212.1% |
| Admin fee / account holder | $1,487 | $12,400-88.0% | $10,762-86.2% | $11,403-87.0% |