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 | $269,309 | $106,515+152.8% | $96,683+178.5% | $139,434+93.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 16.56% | 38.43%-21.9pp | 35.69%-19.1pp | 372.94%-356.4pp |
| Employer contribution / active EE | $14,309 | $4,103+248.8% | $3,737+282.9% | $4,751+201.2% |
| Participant deferral / active EE | $10,813 | $5,454+98.3% | $4,878+121.7% | $6,710+61.1% |
| Admin fee / account holder | $2,388 | $7,877-69.7% | $6,730-64.5% | $11,403-79.1% |