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 | $315,826 | $112,729+180.2% | $98,716+219.9% | $137,256+130.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 10.96% | 38.48%-27.5pp | 31.81%-20.9pp | 220.34%-209.4pp |
| Employer contribution / active EE | $5,793 | $2,725+112.6% | $2,279+154.2% | $4,156+39.4% |
| Participant deferral / active EE | $9,822 | $4,640+111.7% | $4,048+142.7% | $6,407+53.3% |
| Admin fee / account holder | $3,698 | $10,129-63.5% | $8,703-57.5% | $12,270-69.9% |