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 | $383,498 | $110,257+247.8% | $96,544+297.2% | $139,434+175.0% |
| Participation rate | 80.0% | 78.1%+1.9pp | 76.0%+4.0pp | 80.3%-0.3pp |
| Annual return | 21.61% | 26.32%-4.7pp | 25.84%-4.2pp | 372.94%-351.3pp |
| Employer contribution / active EE | $7,863 | $3,620+117.2% | $2,965+165.2% | $4,751+65.5% |
| Participant deferral / active EE | $3,598 | $5,548-35.1% | $4,851-25.8% | $6,710-46.4% |
| Admin fee / account holder | $615 | $11,591-94.7% | $8,252-92.5% | $11,403-94.6% |