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 | $326,499 | $127,264+156.6% | $109,895+197.1% | $167,490+94.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 14.52% | 22.97%-8.4pp | 29.45%-14.9pp | 478.56%-464.0pp |
| Employer contribution / active EE | $6,672 | $3,322+100.8% | $2,842+134.7% | $4,837+37.9% |
| Participant deferral / active EE | $10,130 | $4,514+124.4% | $4,048+150.3% | $6,341+59.7% |
| Admin fee / account holder | $3,658 | $7,114-48.6% | $6,066-39.7% | $12,309-70.3% |