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 | $271,247 | $171,164+58.5% | $127,761+112.3% | $152,861+77.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.0%+21.0pp | 82.4%+17.6pp |
| Annual return | 17.74% | 23.54%-5.8pp | 26.14%-8.4pp | 345.32%-327.6pp |
| Employer contribution / active EE | $2,948 | $5,447-45.9% | $4,574-35.5% | $4,762-38.1% |
| Participant deferral / active EE | $6,497 | $7,038-7.7% | $6,021+7.9% | $5,850+11.1% |
| Admin fee / account holder | $22,227 | $14,530+53.0% | $9,395+136.6% | $11,596+91.7% |