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 | $279,600 | $127,065+120.0% | $113,168+147.1% | $142,382+96.4% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 10.39% | 24.03%-13.6pp | 24.27%-13.9pp | 217.08%-206.7pp |
| Employer contribution / active EE | $1,460 | $3,442-57.6% | $2,975-50.9% | $4,299-66.0% |
| Participant deferral / active EE | $4,568 | $5,716-20.1% | $5,107-10.6% | $6,507-29.8% |
| Admin fee / account holder | $7,439 | $15,736-52.7% | $12,068-38.4% | $12,624-41.1% |