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 | $259,826 | $117,983+120.2% | $101,794+155.2% | $142,382+82.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 18.02% | 36.92%-18.9pp | 30.53%-12.5pp | 217.08%-199.1pp |
| Employer contribution / active EE | $3,735 | $2,773+34.7% | $2,289+63.2% | $4,299-13.1% |
| Participant deferral / active EE | $7,002 | $4,714+48.6% | $4,084+71.5% | $6,507+7.6% |
| Admin fee / account holder | $19,942 | $10,433+91.1% | $8,777+127.2% | $12,624+58.0% |