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 | $251,130 | $124,281+102.1% | $109,143+130.1% | $167,490+49.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 14.69% | 26.04%-11.3pp | 25.75%-11.1pp | 478.56%-463.9pp |
| Employer contribution / active EE | $6,354 | $4,207+51.0% | $3,722+70.7% | $4,837+31.4% |
| Participant deferral / active EE | $11,326 | $5,255+115.5% | $4,653+143.4% | $6,341+78.6% |
| Admin fee / account holder | $4,388 | $7,970-44.9% | $6,752-35.0% | $12,309-64.4% |