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 | $252,147 | $105,859+138.2% | $90,160+179.7% | $147,584+70.9% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 16.61% | 37.63%-21.0pp | 34.88%-18.3pp | 578.55%-561.9pp |
| Employer contribution / active EE | $3,161 | $4,126-23.4% | $3,318-4.7% | $4,876-35.2% |
| Participant deferral / active EE | $10,507 | $5,733+83.3% | $5,288+98.7% | $5,439+93.2% |
| Admin fee / account holder | $18,681 | $8,046+132.2% | $5,943+214.3% | $10,885+71.6% |