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 | $303,991 | $105,931+187.0% | $81,930+271.0% | $158,922+91.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 19.23% | 38.17%-18.9pp | 29.49%-10.3pp | 302.83%-283.6pp |
| Employer contribution / active EE | $7,886 | $7,800+1.1% | $4,310+83.0% | $4,761+65.6% |
| Participant deferral / active EE | $5,795 | $13,003-55.4% | $7,107-18.5% | $5,982-3.1% |
| Admin fee / account holder | $6,363 | $8,489-25.0% | $5,158+23.4% | $11,246-43.4% |