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 | $328,301 | $107,452+205.5% | $91,541+258.6% | $142,382+130.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 14.29% | 22.06%-7.8pp | 20.50%-6.2pp | 217.08%-202.8pp |
| Employer contribution / active EE | $5,319 | $2,994+77.7% | $2,505+112.4% | $4,299+23.7% |
| Participant deferral / active EE | $15,337 | $4,754+222.6% | $4,008+282.7% | $6,507+135.7% |
| Admin fee / account holder | $1,732 | $8,834-80.4% | $6,956-75.1% | $12,624-86.3% |