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 | $430,638 | $201,272+114.0% | $184,203+133.8% | $145,922+195.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.05% | 29.00%-17.9pp | 28.81%-17.8pp | 561.29%-550.2pp |
| Employer contribution / active EE | $1,960 | $7,022-72.1% | $6,427-69.5% | $4,660-57.9% |
| Participant deferral / active EE | $8,500 | $9,806-13.3% | $9,131-6.9% | $6,688+27.1% |
| Admin fee / account holder | $4,343 | $16,364-73.5% | $13,901-68.8% | $13,397-67.6% |