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 | $291,010 | $148,978+95.3% | $200,582+45.1% | $84,808+243.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 20.71% | 28.16%-7.5pp | 42.33%-21.6pp | 40.90%-20.2pp |
| Employer contribution / active EE | $3,043 | $4,815-36.8% | $6,419-52.6% | $2,631+15.7% |
| Participant deferral / active EE | $13,935 | $7,142+95.1% | $9,331+49.3% | $4,212+230.9% |
| Admin fee / account holder | $2,074 | $13,977-85.2% | $16,305-87.3% | $7,344-71.8% |