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 | $284,766 | $95,266+198.9% | $82,389+245.6% | $142,382+100.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 18.42% | 25.74%-7.3pp | 28.67%-10.2pp | 217.08%-198.7pp |
| Employer contribution / active EE | $2,772 | $2,991-7.3% | $2,517+10.1% | $4,299-35.5% |
| Participant deferral / active EE | $19,100 | $4,809+297.2% | $4,155+359.7% | $6,507+193.5% |
| Admin fee / account holder | $1,337 | $8,563-84.4% | $7,231-81.5% | $12,624-89.4% |