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 | $378,508 | $117,841+221.2% | $102,423+269.6% | $145,922+159.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 17.15% | 31.65%-14.5pp | 29.32%-12.2pp | 561.29%-544.1pp |
| Employer contribution / active EE | $2,582 | $3,615-28.6% | $3,023-14.6% | $4,660-44.6% |
| Participant deferral / active EE | $11,100 | $5,731+93.7% | $5,053+119.7% | $6,688+66.0% |
| Admin fee / account holder | $1,115 | $13,326-91.6% | $9,451-88.2% | $13,397-91.7% |