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 | $258,907 | $104,664+147.4% | $85,682+202.2% | $167,490+54.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 13.74% | 21.45%-7.7pp | 21.49%-7.8pp | 478.56%-464.8pp |
| Employer contribution / active EE | $3,386 | $3,337+1.5% | $2,618+29.3% | $4,837-30.0% |
| Participant deferral / active EE | $4,696 | $4,824-2.7% | $3,923+19.7% | $6,341-25.9% |
| Admin fee / account holder | $2,291 | $10,032-77.2% | $6,873-66.7% | $12,309-81.4% |