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 | $350,259 | $118,450+195.7% | $98,439+255.8% | $139,434+151.2% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 17.57% | 18.94%-1.4pp | 21.16%-3.6pp | 372.94%-355.4pp |
| Employer contribution / active EE | $1,336 | $3,609-63.0% | $3,048-56.2% | $4,751-71.9% |
| Participant deferral / active EE | $5,695 | $5,392+5.6% | $4,738+20.2% | $6,710-15.1% |
| Admin fee / account holder | $1,563 | $14,026-88.9% | $8,948-82.5% | $11,403-86.3% |