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 | $422,065 | $117,859+258.1% | $102,438+312.0% | $145,959+189.2% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 17.21% | 31.72%-14.5pp | 29.37%-12.2pp | 561.95%-544.7pp |
| Employer contribution / active EE | $2,514 | $3,615-30.5% | $3,024-16.8% | $4,661-46.1% |
| Participant deferral / active EE | $8,783 | $5,732+53.2% | $5,054+73.8% | $6,689+31.3% |
| Admin fee / account holder | $18,203 | $13,318+36.7% | $9,448+92.7% | $13,398+35.9% |