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 | $266,439 | $110,257+141.7% | $96,544+176.0% | $139,434+91.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 14.15% | 26.32%-12.2pp | 25.84%-11.7pp | 372.94%-358.8pp |
| Employer contribution / active EE | $4,944 | $3,620+36.6% | $2,965+66.7% | $4,751+4.1% |
| Participant deferral / active EE | $6,101 | $5,548+10.0% | $4,851+25.8% | $6,710-9.1% |
| Admin fee / account holder | $2,983 | $11,591-74.3% | $8,252-63.8% | $11,403-73.8% |