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 | $253,416 | $127,065+99.4% | $113,168+123.9% | $142,382+78.0% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 23.58% | 24.03%-0.4pp | 24.27%-0.7pp | 217.08%-193.5pp |
| Employer contribution / active EE | $3,082 | $3,442-10.5% | $2,975+3.6% | $4,299-28.3% |
| Participant deferral / active EE | $11,624 | $5,716+103.3% | $5,107+127.6% | $6,507+78.6% |
| Admin fee / account holder | $1,111 | $15,736-92.9% | $12,068-90.8% | $12,624-91.2% |