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 | $353,675 | $129,942+172.2% | $104,294+239.1% | $134,475+163.0% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | 2.09% | 42.03%-39.9pp | 24.61%-22.5pp | 417.96%-415.9pp |
| Employer contribution / active EE | $4,015 | $4,184-4.0% | $3,372+19.1% | $4,740-15.3% |
| Participant deferral / active EE | $4,667 | $5,588-16.5% | $4,625+0.9% | $6,400-27.1% |
| Admin fee / account holder | $3,982 | $9,323-57.3% | $7,339-45.7% | $11,426-65.1% |