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 | $280,253 | $201,272+39.2% | $184,203+52.1% | $145,922+92.1% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 31.31% | 29.00%+2.3pp | 28.81%+2.5pp | 561.29%-530.0pp |
| Employer contribution / active EE | $4,361 | $7,022-37.9% | $6,427-32.1% | $4,660-6.4% |
| Participant deferral / active EE | $10,710 | $9,806+9.2% | $9,131+17.3% | $6,688+60.1% |
| Admin fee / account holder | $4,083 | $16,364-75.0% | $13,901-70.6% | $13,397-69.5% |