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 | $391,055 | $65,685+495.3% | $57,179+583.9% | $273,961+42.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 7.29% | 21.99%-14.7pp | 14.59%-7.3pp | 41.45%-34.2pp |
| Employer contribution / active EE | $31,000 | $3,279+845.5% | $2,682+1055.7% | $4,869+536.7% |
| Participant deferral / active EE | $22,000 | $3,782+481.7% | $3,096+610.6% | $5,287+316.1% |
| Admin fee / account holder | $4,908 | $4,835+1.5% | $3,139+56.3% | $10,132-51.6% |