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 | $516,254 | $127,777+304.0% | $106,548+384.5% | $167,490+208.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 23.42% | 33.87%-10.5pp | 26.80%-3.4pp | 478.56%-455.1pp |
| Employer contribution / active EE | $2,730 | $3,427-20.3% | $2,819-3.2% | $4,837-43.6% |
| Participant deferral / active EE | $13,650 | $5,087+168.3% | $4,398+210.4% | $6,341+115.3% |
| Admin fee / account holder | $8,396 | $11,228-25.2% | $7,407+13.4% | $12,309-31.8% |