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 | $275,123 | $112,729+144.1% | $98,716+178.7% | $137,256+100.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 17.68% | 38.48%-20.8pp | 31.81%-14.1pp | 220.34%-202.7pp |
| Employer contribution / active EE | $3,019 | $2,725+10.8% | $2,279+32.5% | $4,156-27.4% |
| Participant deferral / active EE | $9,592 | $4,640+106.7% | $4,048+137.0% | $6,407+49.7% |
| Admin fee / account holder | $3,663 | $10,129-63.8% | $8,703-57.9% | $12,270-70.1% |