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 | $405,648 | $102,828+294.5% | $105,387+284.9% | $152,861+165.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 21.43% | 20.85%+0.6pp | 26.82%-5.4pp | 345.32%-323.9pp |
| Employer contribution / active EE | $2,216 | $4,473-50.5% | $4,213-47.4% | $4,762-53.5% |
| Participant deferral / active EE | $8,615 | $5,465+57.6% | $5,502+56.6% | $5,850+47.3% |
| Admin fee / account holder | $1,440 | $8,683-83.4% | $6,559-78.0% | $11,596-87.6% |