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 | $261,186 | $176,812+47.7% | $146,665+78.1% | $167,490+55.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 10.69% | 24.03%-13.3pp | 22.74%-12.1pp | 478.56%-467.9pp |
| Employer contribution / active EE | $5,018 | $5,160-2.8% | $4,136+21.3% | $4,837+3.7% |
| Participant deferral / active EE | $10,197 | $6,440+58.3% | $5,506+85.2% | $6,341+60.8% |
| Admin fee / account holder | $6,099 | $13,259-54.0% | $10,280-40.7% | $12,309-50.5% |