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 | $161,352+128.5% | $134,172+174.8% | $137,256+168.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 13.76% | 28.72%-15.0pp | 25.30%-11.5pp | 220.34%-206.6pp |
| Employer contribution / active EE | $3,312 | $4,099-19.2% | $3,420-3.2% | $4,156-20.3% |
| Participant deferral / active EE | $8,042 | $5,552+44.8% | $4,690+71.5% | $6,407+25.5% |
| Admin fee / account holder | $1,999 | $15,028-86.7% | $12,016-83.4% | $12,270-83.7% |