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 | $280,377 | $95,266+194.3% | $82,389+240.3% | $142,382+96.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 15.71% | 25.74%-10.0pp | 28.67%-13.0pp | 217.08%-201.4pp |
| Employer contribution / active EE | $2,111 | $2,991-29.4% | $2,517-16.1% | $4,299-50.9% |
| Participant deferral / active EE | $6,093 | $4,809+26.7% | $4,155+46.7% | $6,507-6.4% |
| Admin fee / account holder | $1,913 | $8,563-77.7% | $7,231-73.5% | $12,624-84.8% |