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 | $258,284 | $65,685+293.2% | $57,179+351.7% | $273,961-5.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 7.92% | 21.99%-14.1pp | 14.59%-6.7pp | 41.45%-33.5pp |
| Employer contribution / active EE | $2,510 | $3,279-23.4% | $2,682-6.4% | $4,869-48.4% |
| Participant deferral / active EE | $15,837 | $3,782+318.8% | $3,096+411.5% | $5,287+199.5% |
| Admin fee / account holder | $4,453 | $4,835-7.9% | $3,139+41.9% | $10,132-56.0% |