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 | $257,340 | $111,535+130.7% | $105,223+144.6% | $137,256+87.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 15.48% | 237.85%-222.4pp | 180.65%-165.2pp | 220.34%-204.9pp |
| Employer contribution / active EE | $7,642 | $3,939+94.0% | $3,689+107.2% | $4,156+83.9% |
| Participant deferral / active EE | $10,544 | $5,500+91.7% | $5,072+107.9% | $6,407+64.6% |
| Admin fee / account holder | $5,024 | $9,721-48.3% | $8,859-43.3% | $12,270-59.1% |