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 | $260,510 | $110,257+136.3% | $96,544+169.8% | $139,434+86.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 16.30% | 26.32%-10.0pp | 25.84%-9.5pp | 372.94%-356.6pp |
| Employer contribution / active EE | $2,464 | $3,620-31.9% | $2,965-16.9% | $4,751-48.1% |
| Participant deferral / active EE | $4,613 | $5,548-16.9% | $4,851-4.9% | $6,710-31.3% |
| Admin fee / account holder | $1,201 | $11,591-89.6% | $8,252-85.5% | $11,403-89.5% |