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 | $295,294 | $98,240+200.6% | $82,313+258.7% | $147,584+100.1% |
| Participation rate | 81.3% | 79.7%+1.5pp | 76.9%+4.4pp | 82.8%-1.6pp |
| Annual return | 19.73% | 30.85%-11.1pp | 25.88%-6.1pp | 578.55%-558.8pp |
| Employer contribution / active EE | $2,025 | $3,192-36.6% | $2,428-16.6% | $4,876-58.5% |
| Participant deferral / active EE | $11,921 | $4,383+172.0% | $3,706+221.6% | $5,439+119.2% |
| Admin fee / account holder | $1,497 | $8,563-82.5% | $5,608-73.3% | $10,885-86.2% |