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 | $328,447 | $117,841+178.7% | $102,423+220.7% | $145,922+125.1% |
| Participation rate | 80.0% | 78.6%+1.4pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | 15.21% | 31.65%-16.4pp | 29.32%-14.1pp | 561.29%-546.1pp |
| Employer contribution / active EE | $4,160 | $3,615+15.1% | $3,023+37.6% | $4,660-10.7% |
| Participant deferral / active EE | $6,370 | $5,731+11.2% | $5,053+26.1% | $6,688-4.8% |
| Admin fee / account holder | $1,457 | $13,326-89.1% | $9,451-84.6% | $13,397-89.1% |