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 7-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 | $305,148 | $110,261+176.8% | $95,745+218.7% | $139,434+118.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 26.69% | 27.11%-0.4pp | 28.35%-1.7pp | 372.94%-346.3pp |
| Employer contribution / active EE | $2,856 | $3,257-12.3% | $2,835+0.7% | $4,751-39.9% |
| Participant deferral / active EE | $14,363 | $4,676+207.2% | $4,245+238.4% | $6,710+114.0% |
| Admin fee / account holder | $953 | $6,613-85.6% | $5,678-83.2% | $11,403-91.6% |