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 | $318,821 | $117,859+170.5% | $102,438+211.2% | $145,959+118.4% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 15.44% | 31.72%-16.3pp | 29.37%-13.9pp | 561.95%-546.5pp |
| Employer contribution / active EE | $3,380 | $3,615-6.5% | $3,024+11.8% | $4,661-27.5% |
| Participant deferral / active EE | $17,274 | $5,732+201.4% | $5,054+241.8% | $6,689+158.3% |
| Admin fee / account holder | $37,531 | $13,318+181.8% | $9,448+297.3% | $13,398+180.1% |