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 6-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 | $251,990 | $97,125+159.4% | $86,233+192.2% | $137,256+83.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 20.09% | 74.19%-54.1pp | 61.39%-41.3pp | 220.34%-200.2pp |
| Employer contribution / active EE | $12,769 | $2,841+349.4% | $2,504+409.9% | $4,156+207.2% |
| Participant deferral / active EE | $5,970 | $5,180+15.3% | $4,559+31.0% | $6,407-6.8% |
| Admin fee / account holder | $2,509 | $9,725-74.2% | $8,342-69.9% | $12,270-79.6% |