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 | $252,590 | $127,777+97.7% | $106,548+137.1% | $167,490+50.8% |
| Participation rate | 77.8% | 78.3%-0.5pp | 76.1%+1.6pp | 82.1%-4.3pp |
| Annual return | 12.28% | 33.87%-21.6pp | 26.80%-14.5pp | 478.56%-466.3pp |
| Employer contribution / active EE | $2,926 | $3,427-14.6% | $2,819+3.8% | $4,837-39.5% |
| Participant deferral / active EE | $10,923 | $5,087+114.7% | $4,398+148.4% | $6,341+72.2% |
| Admin fee / account holder | $1,520 | $11,228-86.5% | $7,407-79.5% | $12,309-87.6% |