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 | $349,833 | $117,859+196.8% | $102,438+241.5% | $145,959+139.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.17% | 31.72%-19.5pp | 29.37%-17.2pp | 561.95%-549.8pp |
| Employer contribution / active EE | $2,193 | $3,615-39.3% | $3,024-27.5% | $4,661-53.0% |
| Participant deferral / active EE | $7,016 | $5,732+22.4% | $5,054+38.8% | $6,689+4.9% |
| Admin fee / account holder | $23,359 | $13,318+75.4% | $9,448+147.2% | $13,398+74.3% |