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 | $292,374 | $163,101+79.3% | $136,749+113.8% | $142,382+105.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 19.02% | 27.54%-8.5pp | 24.33%-5.3pp | 217.08%-198.1pp |
| Employer contribution / active EE | $7,646 | $4,117+85.7% | $3,400+124.9% | $4,299+77.8% |
| Participant deferral / active EE | $9,394 | $5,585+68.2% | $4,692+100.2% | $6,507+44.4% |
| Admin fee / account holder | $2,037 | $14,318-85.8% | $11,386-82.1% | $12,624-83.9% |