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 | $365,131 | $118,450+208.3% | $98,439+270.9% | $139,434+161.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 17.20% | 18.94%-1.7pp | 21.16%-4.0pp | 372.94%-355.7pp |
| Employer contribution / active EE | $2,862 | $3,609-20.7% | $3,048-6.1% | $4,751-39.8% |
| Participant deferral / active EE | $4,489 | $5,392-16.7% | $4,738-5.2% | $6,710-33.1% |
| Admin fee / account holder | $9,355 | $14,026-33.3% | $8,948+4.6% | $11,403-18.0% |