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 | $294,229 | $176,377+66.8% | $134,143+119.3% | $158,922+85.1% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 11.15% | 63.63%-52.5pp | 36.33%-25.2pp | 302.83%-291.7pp |
| Employer contribution / active EE | $5,360 | $5,040+6.3% | $3,704+44.7% | $4,761+12.6% |
| Participant deferral / active EE | $11,060 | $4,091+170.3% | $3,499+216.1% | $5,982+84.9% |
| Admin fee / account holder | $2,382 | $8,718-72.7% | $6,684-64.4% | $11,246-78.8% |