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 | $280,257 | $171,164+63.7% | $127,761+119.4% | $152,861+83.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.0%+21.0pp | 82.4%+17.6pp |
| Annual return | 22.41% | 23.54%-1.1pp | 26.14%-3.7pp | 345.32%-322.9pp |
| Employer contribution / active EE | $4,770 | $5,447-12.4% | $4,574+4.3% | $4,762+0.2% |
| Participant deferral / active EE | $6,809 | $7,038-3.3% | $6,021+13.1% | $5,850+16.4% |
| Admin fee / account holder | $3,087 | $14,530-78.8% | $9,395-67.1% | $11,596-73.4% |