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 | $285,028 | $176,812+61.2% | $146,665+94.3% | $167,490+70.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 18.83% | 24.03%-5.2pp | 22.74%-3.9pp | 478.56%-459.7pp |
| Employer contribution / active EE | $37,732 | $5,160+631.2% | $4,136+812.2% | $4,837+680.0% |
| Participant deferral / active EE | $8,556 | $6,440+32.9% | $5,506+55.4% | $6,341+34.9% |
| Admin fee / account holder | $2,309 | $13,259-82.6% | $10,280-77.5% | $12,309-81.2% |