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 | $269,750 | $117,841+128.9% | $102,423+163.4% | $145,922+84.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 16.72% | 31.65%-14.9pp | 29.32%-12.6pp | 561.29%-544.6pp |
| Employer contribution / active EE | $2,190 | $3,615-39.4% | $3,023-27.6% | $4,660-53.0% |
| Participant deferral / active EE | $11,141 | $5,731+94.4% | $5,053+120.5% | $6,688+66.6% |
| Admin fee / account holder | $8,823 | $13,326-33.8% | $9,451-6.6% | $13,397-34.1% |