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 | $262,521 | $112,096+134.2% | $95,952+173.6% | $158,922+65.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 18.15% | 171.09%-152.9pp | 91.61%-73.5pp | 302.83%-284.7pp |
| Employer contribution / active EE | $3,554 | $3,198+11.1% | $2,541+39.9% | $4,761-25.4% |
| Participant deferral / active EE | $12,443 | $4,784+160.1% | $4,167+198.6% | $5,982+108.0% |
| Admin fee / account holder | $6,254 | $10,130-38.3% | $6,795-8.0% | $11,246-44.4% |