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 | $387,945 | $127,386+204.5% | $115,037+237.2% | $125,391+209.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 7.31% | 31.28%-24.0pp | 26.14%-18.8pp | 282.22%-274.9pp |
| Employer contribution / active EE | $1,720 | $5,166-66.7% | $4,608-62.7% | $4,866-64.7% |
| Participant deferral / active EE | $6,200 | $6,423-3.5% | $6,026+2.9% | $5,352+15.9% |
| Admin fee / account holder | $8,829 | $9,516-7.2% | $8,175+8.0% | $9,540-7.5% |