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 | $268,279 | $177,572+51.1% | $154,803+73.3% | $142,382+88.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.53% | 65.07%-51.5pp | 58.88%-45.4pp | 217.08%-203.5pp |
| Employer contribution / active EE | $1,061 | $4,810-77.9% | $4,305-75.4% | $4,299-75.3% |
| Participant deferral / active EE | $3,762 | $6,272-40.0% | $5,540-32.1% | $6,507-42.2% |
| Admin fee / account holder | $315 | $16,786-98.1% | $14,329-97.8% | $12,624-97.5% |