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 | $448,650 | $124,319+260.9% | $111,297+303.1% | $167,490+167.9% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 16.12% | 37.44%-21.3pp | 54.65%-38.5pp | 478.56%-462.4pp |
| Employer contribution / active EE | $2,522 | $3,435-26.6% | $2,731-7.6% | $4,837-47.9% |
| Participant deferral / active EE | $3,565 | $5,180-31.2% | $4,487-20.6% | $6,341-43.8% |
| Admin fee / account holder | $40,775 | $10,618+284.0% | $7,964+412.0% | $12,309+231.3% |