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 | $326,313 | $115,882+181.6% | $100,516+224.6% | $158,922+105.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 11.50% | 34.79%-23.3pp | 30.89%-19.4pp | 302.83%-291.3pp |
| Employer contribution / active EE | $10,462 | $4,103+155.0% | $3,418+206.1% | $4,761+119.7% |
| Participant deferral / active EE | $4,053 | $6,674-39.3% | $6,270-35.4% | $5,982-32.3% |
| Admin fee / account holder | $3,619 | $10,995-67.1% | $8,081-55.2% | $11,246-67.8% |