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 | $290,283 | $117,841+146.3% | $102,423+183.4% | $145,922+98.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.20% | 31.65%-17.4pp | 29.32%-15.1pp | 561.29%-547.1pp |
| Employer contribution / active EE | $2,553 | $3,615-29.4% | $3,023-15.5% | $4,660-45.2% |
| Participant deferral / active EE | $8,786 | $5,731+53.3% | $5,053+73.9% | $6,688+31.4% |
| Admin fee / account holder | $14,956 | $13,326+12.2% | $9,451+58.2% | $13,397+11.6% |