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 | $439,499 | $95,266+361.3% | $82,389+433.4% | $142,382+208.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 17.59% | 25.74%-8.1pp | 28.67%-11.1pp | 217.08%-199.5pp |
| Employer contribution / active EE | $2,643 | $2,991-11.7% | $2,517+5.0% | $4,299-38.5% |
| Participant deferral / active EE | $17,149 | $4,809+256.6% | $4,155+312.8% | $6,507+163.5% |
| Admin fee / account holder | $3,345 | $8,563-60.9% | $7,231-53.7% | $12,624-73.5% |