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 | $316,282 | $214,378+47.5% | $200,582+57.7% | $142,382+122.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 18.08% | 46.41%-28.3pp | 42.33%-24.3pp | 217.08%-199.0pp |
| Employer contribution / active EE | $4,968 | $6,841-27.4% | $6,419-22.6% | $4,299+15.5% |
| Participant deferral / active EE | $13,783 | $9,865+39.7% | $9,331+47.7% | $6,507+111.8% |
| Admin fee / account holder | $702 | $17,692-96.0% | $16,305-95.7% | $12,624-94.4% |