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 | $255,473 | $106,890+139.0% | $84,015+204.1% | $152,861+67.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 17.10% | 104.99%-87.9pp | 71.31%-54.2pp | 345.32%-328.2pp |
| Employer contribution / active EE | $8,228 | $2,734+200.9% | $1,983+314.8% | $4,762+72.8% |
| Participant deferral / active EE | $5,151 | $4,011+28.4% | $3,239+59.0% | $5,850-12.0% |
| Admin fee / account holder | $404 | $8,285-95.1% | $6,101-93.4% | $11,596-96.5% |