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 | $289,290 | $107,452+169.2% | $91,541+216.0% | $142,382+103.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 14.90% | 22.06%-7.2pp | 20.50%-5.6pp | 217.08%-202.2pp |
| Employer contribution / active EE | $5,633 | $2,994+88.1% | $2,505+124.9% | $4,299+31.0% |
| Participant deferral / active EE | $9,140 | $4,754+92.3% | $4,008+128.1% | $6,507+40.5% |
| Admin fee / account holder | $7,951 | $8,834-10.0% | $6,956+14.3% | $12,624-37.0% |