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 | $286,478 | $95,266+200.7% | $82,389+247.7% | $142,382+101.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 13.69% | 25.74%-12.0pp | 28.67%-15.0pp | 217.08%-203.4pp |
| Employer contribution / active EE | $3,072 | $2,991+2.7% | $2,517+22.0% | $4,299-28.5% |
| Participant deferral / active EE | $9,117 | $4,809+89.6% | $4,155+119.5% | $6,507+40.1% |
| Admin fee / account holder | $13,984 | $8,563+63.3% | $7,231+93.4% | $12,624+10.8% |