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 | $419,815 | $176,812+137.4% | $146,665+186.2% | $167,490+150.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 12.92% | 24.03%-11.1pp | 22.74%-9.8pp | 478.56%-465.6pp |
| Employer contribution / active EE | $2,812 | $5,160-45.5% | $4,136-32.0% | $4,837-41.9% |
| Participant deferral / active EE | $7,000 | $6,440+8.7% | $5,506+27.1% | $6,341+10.4% |
| Admin fee / account holder | $5,077 | $13,259-61.7% | $10,280-50.6% | $12,309-58.8% |