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 | $263,118 | $104,251+152.4% | $91,001+189.1% | $147,584+78.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 15.98% | 27.06%-11.1pp | 4.60%+11.4pp | 578.55%-562.6pp |
| Employer contribution / active EE | $1,918 | $3,116-38.4% | $2,456-21.9% | $4,876-60.7% |
| Participant deferral / active EE | $4,101 | $4,195-2.2% | $3,547+15.6% | $5,439-24.6% |
| Admin fee / account holder | $447 | $8,948-95.0% | $5,417-91.7% | $10,885-95.9% |