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 | $378,335 | $176,812+114.0% | $146,665+158.0% | $167,490+125.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 20.19% | 24.03%-3.8pp | 22.74%-2.6pp | 478.56%-458.4pp |
| Employer contribution / active EE | $4,765 | $5,160-7.7% | $4,136+15.2% | $4,837-1.5% |
| Participant deferral / active EE | $7,434 | $6,440+15.4% | $5,506+35.0% | $6,341+17.2% |
| Admin fee / account holder | $1,497 | $13,259-88.7% | $10,280-85.4% | $12,309-87.8% |