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 | $250,623 | $152,460+64.4% | $118,746+111.1% | $147,584+69.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.3%+21.7pp | 82.8%+17.2pp |
| Annual return | 11.18% | 17.41%-6.2pp | 24.54%-13.4pp | 578.55%-567.4pp |
| Employer contribution / active EE | $2,404 | $5,046-52.4% | $4,193-42.7% | $4,876-50.7% |
| Participant deferral / active EE | $3,511 | $6,212-43.5% | $5,332-34.2% | $5,439-35.4% |
| Admin fee / account holder | $1,250 | $16,953-92.6% | $10,720-88.3% | $10,885-88.5% |