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 | $257,047 | $142,405+80.5% | $115,157+123.2% | $152,861+68.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 21.52% | 41.48%-20.0pp | 35.60%-14.1pp | 345.32%-323.8pp |
| Employer contribution / active EE | $2,537 | $4,010-36.7% | $3,179-20.2% | $4,762-46.7% |
| Participant deferral / active EE | $4,274 | $5,164-17.2% | $4,168+2.5% | $5,850-26.9% |
| Admin fee / account holder | $1,908 | $8,462-77.4% | $7,088-73.1% | $11,596-83.5% |