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 7-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 | $260,504 | $124,425+109.4% | $112,040+132.5% | $137,256+89.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 16.17% | 24.72%-8.5pp | 24.52%-8.3pp | 220.34%-204.2pp |
| Employer contribution / active EE | $1,791 | $3,411-47.5% | $2,954-39.4% | $4,156-56.9% |
| Participant deferral / active EE | $31,000 | $5,718+442.1% | $5,098+508.1% | $6,407+383.9% |
| Admin fee / account holder | $1,766 | $15,207-88.4% | $12,098-85.4% | $12,270-85.6% |