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 | $432,947 | $127,065+240.7% | $113,168+282.6% | $142,382+204.1% |
| Participation rate | 88.9% | 79.2%+9.7pp | 76.6%+12.3pp | 80.1%+8.8pp |
| Annual return | 20.73% | 24.03%-3.3pp | 24.27%-3.5pp | 217.08%-196.3pp |
| Employer contribution / active EE | $10,034 | $3,442+191.5% | $2,975+237.3% | $4,299+133.4% |
| Participant deferral / active EE | $2,346 | $5,716-59.0% | $5,107-54.1% | $6,507-63.9% |
| Admin fee / account holder | $10,821 | $15,736-31.2% | $12,068-10.3% | $12,624-14.3% |