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 | $329,283 | $192,717+70.9% | $142,449+131.2% | $139,434+136.2% |
| Participation rate | 100.0% | 81.5%+18.5pp | 76.8%+23.2pp | 80.3%+19.7pp |
| Annual return | 10.92% | 17.99%-7.1pp | 19.99%-9.1pp | 372.94%-362.0pp |
| Employer contribution / active EE | $4,211 | $5,806-27.5% | $4,847-13.1% | $4,751-11.4% |
| Participant deferral / active EE | $8,464 | $7,208+17.4% | $6,283+34.7% | $6,710+26.1% |
| Admin fee / account holder | $6,020 | $15,124-60.2% | $10,011-39.9% | $11,403-47.2% |