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 | $291,417 | $113,935+155.8% | $94,224+209.3% | $125,391+132.4% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 0.28% | 5.29%-5.0pp | 10.68%-10.4pp | 282.22%-281.9pp |
| Employer contribution / active EE | $6,760 | $4,727+43.0% | $3,587+88.5% | $4,866+38.9% |
| Participant deferral / active EE | $2,667 | $5,179-48.5% | $4,320-38.3% | $5,352-50.2% |
| Admin fee / account holder | $1,201 | $8,391-85.7% | $6,269-80.8% | $9,540-87.4% |