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 | $296,481 | $124,319+138.5% | $111,297+166.4% | $167,490+77.0% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 19.61% | 37.44%-17.8pp | 54.65%-35.0pp | 478.56%-458.9pp |
| Employer contribution / active EE | $2,541 | $3,435-26.0% | $2,731-7.0% | $4,837-47.5% |
| Participant deferral / active EE | $7,367 | $5,180+42.2% | $4,487+64.2% | $6,341+16.2% |
| Admin fee / account holder | $1,066 | $10,618-90.0% | $7,964-86.6% | $12,309-91.3% |