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 | $285,332 | $163,101+74.9% | $136,749+108.7% | $142,382+100.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 18.23% | 27.54%-9.3pp | 24.33%-6.1pp | 217.08%-198.8pp |
| Employer contribution / active EE | $7,388 | $4,117+79.5% | $3,400+117.3% | $4,299+71.9% |
| Participant deferral / active EE | $3,838 | $5,585-31.3% | $4,692-18.2% | $6,507-41.0% |
| Admin fee / account holder | $10,334 | $14,318-27.8% | $11,386-9.2% | $12,624-18.1% |