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 | $329,840 | $117,859+179.9% | $102,438+222.0% | $145,959+126.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 8.92% | 31.72%-22.8pp | 29.37%-20.5pp | 561.95%-553.0pp |
| Employer contribution / active EE | $3,180 | $3,615-12.0% | $3,024+5.2% | $4,661-31.8% |
| Participant deferral / active EE | $21,263 | $5,732+271.0% | $5,054+320.8% | $6,689+217.9% |
| Admin fee / account holder | $17,395 | $13,318+30.6% | $9,448+84.1% | $13,398+29.8% |