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 | $254,024 | $163,101+55.7% | $136,749+85.8% | $142,382+78.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 17.27% | 27.54%-10.3pp | 24.33%-7.1pp | 217.08%-199.8pp |
| Employer contribution / active EE | $2,138 | $4,117-48.1% | $3,400-37.1% | $4,299-50.3% |
| Participant deferral / active EE | $12,883 | $5,585+130.7% | $4,692+174.6% | $6,507+98.0% |
| Admin fee / account holder | $3,453 | $14,318-75.9% | $11,386-69.7% | $12,624-72.7% |