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 | $361,341 | $103,376+249.5% | $87,100+314.9% | $152,861+136.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 21.36% | 28.10%-6.7pp | 28.19%-6.8pp | 345.32%-324.0pp |
| Employer contribution / active EE | $3,926 | $3,220+21.9% | $2,521+55.7% | $4,762-17.6% |
| Participant deferral / active EE | $12,400 | $4,778+159.5% | $4,049+206.3% | $5,850+112.0% |
| Admin fee / account holder | $5,970 | $12,205-51.1% | $7,497-20.4% | $11,596-48.5% |