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 | $280,824 | $105,859+165.3% | $90,160+211.5% | $147,584+90.3% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 16.53% | 37.63%-21.1pp | 34.88%-18.3pp | 578.55%-562.0pp |
| Employer contribution / active EE | $12,351 | $4,126+199.3% | $3,318+272.2% | $4,876+153.3% |
| Participant deferral / active EE | $14,435 | $5,733+151.8% | $5,288+173.0% | $5,439+165.4% |
| Admin fee / account holder | $19,320 | $8,046+140.1% | $5,943+225.1% | $10,885+77.5% |