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 | $261,696 | $127,065+106.0% | $113,168+131.2% | $142,382+83.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 15.41% | 24.03%-8.6pp | 24.27%-8.9pp | 217.08%-201.7pp |
| Employer contribution / active EE | $5,542 | $3,442+61.0% | $2,975+86.3% | $4,299+28.9% |
| Participant deferral / active EE | $11,057 | $5,716+93.4% | $5,107+116.5% | $6,507+69.9% |
| Admin fee / account holder | $1,021 | $15,736-93.5% | $12,068-91.5% | $12,624-91.9% |