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 | $261,763 | $95,266+174.8% | $82,389+217.7% | $142,382+83.8% |
| Participation rate | 81.3% | 74.5%+6.8pp | 69.5%+11.7pp | 80.1%+1.1pp |
| Annual return | 17.22% | 25.74%-8.5pp | 28.67%-11.4pp | 217.08%-199.9pp |
| Employer contribution / active EE | $4,463 | $2,991+49.2% | $2,517+77.3% | $4,299+3.8% |
| Participant deferral / active EE | $12,014 | $4,809+149.8% | $4,155+189.2% | $6,507+84.6% |
| Admin fee / account holder | $4,874 | $8,563-43.1% | $7,231-32.6% | $12,624-61.4% |