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 | $366,854 | $87,540+319.1% | $75,781+384.1% | $125,391+192.6% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 2.76% | 13.48%-10.7pp | 9.68%-6.9pp | 282.22%-279.5pp |
| Employer contribution / active EE | $3,091 | $3,930-21.4% | $3,323-7.0% | $4,866-36.5% |
| Participant deferral / active EE | $12,363 | $4,229+192.3% | $3,651+238.6% | $5,352+131.0% |
| Admin fee / account holder | $18,441 | $6,502+183.6% | $5,299+248.0% | $9,540+93.3% |