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 4-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 | $257,843 | $214,378+20.3% | $200,582+28.5% | $142,382+81.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 13.56% | 46.41%-32.8pp | 42.33%-28.8pp | 217.08%-203.5pp |
| Employer contribution / active EE | $4,322 | $6,841-36.8% | $6,419-32.7% | $4,299+0.5% |
| Participant deferral / active EE | $5,574 | $9,865-43.5% | $9,331-40.3% | $6,507-14.3% |
| Admin fee / account holder | $2,896 | $17,692-83.6% | $16,305-82.2% | $12,624-77.1% |