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 | $381,442 | $106,515+258.1% | $96,683+294.5% | $139,434+173.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 31.24% | 38.43%-7.2pp | 35.69%-4.5pp | 372.94%-341.7pp |
| Employer contribution / active EE | $3,699 | $4,103-9.9% | $3,737-1.0% | $4,751-22.1% |
| Participant deferral / active EE | $13,027 | $5,454+138.8% | $4,878+167.0% | $6,710+94.1% |
| Admin fee / account holder | $17,561 | $7,877+122.9% | $6,730+161.0% | $11,403+54.0% |