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 | $368,712 | $163,101+126.1% | $136,749+169.6% | $142,382+159.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 13.76% | 27.54%-13.8pp | 24.33%-10.6pp | 217.08%-203.3pp |
| Employer contribution / active EE | $3,312 | $4,117-19.5% | $3,400-2.6% | $4,299-23.0% |
| Participant deferral / active EE | $8,042 | $5,585+44.0% | $4,692+71.4% | $6,507+23.6% |
| Admin fee / account holder | $1,999 | $14,318-86.0% | $11,386-82.4% | $12,624-84.2% |