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 | $418,748 | $104,664+300.1% | $85,682+388.7% | $167,490+150.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 12.23% | 21.45%-9.2pp | 21.49%-9.3pp | 478.56%-466.3pp |
| Employer contribution / active EE | $3,455 | $3,337+3.5% | $2,618+31.9% | $4,837-28.6% |
| Participant deferral / active EE | $1,200 | $4,824-75.1% | $3,923-69.4% | $6,341-81.1% |
| Admin fee / account holder | $16,625 | $10,032+65.7% | $6,873+141.9% | $12,309+35.1% |