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 | $276,355 | $111,754+147.3% | $103,333+167.4% | $145,922+89.4% |
| Participation rate | 85.0% | 77.9%+7.1pp | 74.5%+10.5pp | 80.3%+4.7pp |
| Annual return | 14.94% | 24.77%-9.8pp | 24.88%-9.9pp | 561.29%-546.3pp |
| Employer contribution / active EE | $4,907 | $4,212+16.5% | $3,868+26.9% | $4,660+5.3% |
| Participant deferral / active EE | $13,397 | $5,619+138.4% | $5,057+164.9% | $6,688+100.3% |
| Admin fee / account holder | $25,091 | $9,750+157.3% | $8,355+200.3% | $13,397+87.3% |