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 | $274,858 | $103,376+165.9% | $87,100+215.6% | $152,861+79.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 28.18% | 28.10%+0.1pp | 28.19%0pp | 345.32%-317.1pp |
| Employer contribution / active EE | $2,510 | $3,220-22.1% | $2,521-0.5% | $4,762-47.3% |
| Participant deferral / active EE | $2,770 | $4,778-42.0% | $4,049-31.6% | $5,850-52.6% |
| Admin fee / account holder | $3,588 | $12,205-70.6% | $7,497-52.1% | $11,596-69.1% |