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 | $346,616 | $238,490+45.3% | $180,183+92.4% | $142,382+143.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 14.60% | 33.56%-19.0pp | 27.86%-13.3pp | 217.08%-202.5pp |
| Employer contribution / active EE | $2,925 | $6,143-52.4% | $5,039-42.0% | $4,299-32.0% |
| Participant deferral / active EE | $7,819 | $7,996-2.2% | $6,822+14.6% | $6,507+20.2% |
| Admin fee / account holder | $404 | $28,866-98.6% | $19,975-98.0% | $12,624-96.8% |