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 | $262,324 | $110,257+137.9% | $96,544+171.7% | $139,434+88.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 18.37% | 26.32%-7.9pp | 25.84%-7.5pp | 372.94%-354.6pp |
| Employer contribution / active EE | $2,309 | $3,620-36.2% | $2,965-22.1% | $4,751-51.4% |
| Participant deferral / active EE | $18,880 | $5,548+240.3% | $4,851+289.2% | $6,710+181.4% |
| Admin fee / account holder | $1,530 | $11,591-86.8% | $8,252-81.5% | $11,403-86.6% |