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 | $320,025 | $111,814+186.2% | $103,374+209.6% | $145,959+119.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 16.26% | 24.77%-8.5pp | 24.89%-8.6pp | 561.95%-545.7pp |
| Employer contribution / active EE | $3,402 | $4,214-19.3% | $3,869-12.1% | $4,661-27.0% |
| Participant deferral / active EE | $9,594 | $5,618+70.8% | $5,058+89.7% | $6,689+43.4% |
| Admin fee / account holder | $3,349 | $9,754-65.7% | $8,394-60.1% | $13,398-75.0% |