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 | $448,682 | $111,754+301.5% | $103,333+334.2% | $145,922+207.5% |
| Participation rate | 77.8% | 77.9%-0.2pp | 74.5%+3.3pp | 80.3%-2.5pp |
| Annual return | 14.30% | 24.77%-10.5pp | 24.88%-10.6pp | 561.29%-547.0pp |
| Employer contribution / active EE | $2,977 | $4,212-29.3% | $3,868-23.0% | $4,660-36.1% |
| Participant deferral / active EE | $4,071 | $5,619-27.5% | $5,057-19.5% | $6,688-39.1% |
| Admin fee / account holder | $740 | $9,750-92.4% | $8,355-91.1% | $13,397-94.5% |