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 3-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 | $253,260 | $179,726+40.9% | $156,263+62.1% | $142,382+77.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 18.61% | 77.86%-59.2pp | 59.47%-40.9pp | 217.08%-198.5pp |
| Employer contribution / active EE | $3,400 | $5,069-32.9% | $4,333-21.5% | $4,299-20.9% |
| Participant deferral / active EE | $22,950 | $6,956+229.9% | $6,158+272.7% | $6,507+252.7% |
| Admin fee / account holder | $515 | $17,272-97.0% | $14,255-96.4% | $12,624-95.9% |