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 | $614,114 | $163,101+276.5% | $136,749+349.1% | $142,382+331.3% |
| Participation rate | 71.4% | 78.2%-6.8pp | 72.1%-0.7pp | 80.1%-8.7pp |
| Annual return | 12.95% | 27.54%-14.6pp | 24.33%-11.4pp | 217.08%-204.1pp |
| Employer contribution / active EE | $9,974 | $4,117+142.3% | $3,400+193.4% | $4,299+132.0% |
| Participant deferral / active EE | $1,662 | $5,585-70.2% | $4,692-64.6% | $6,507-74.5% |
| Admin fee / account holder | $9,438 | $14,318-34.1% | $11,386-17.1% | $12,624-25.2% |