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 | $331,312 | $114,237+190.0% | $119,258+177.8% | $167,490+97.8% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.1%+17.9pp |
| Annual return | 14.75% | 29.87%-15.1pp | 30.69%-15.9pp | 478.56%-463.8pp |
| Employer contribution / active EE | $2,286 | $4,481-49.0% | $4,384-47.9% | $4,837-52.7% |
| Participant deferral / active EE | $7,824 | $6,084+28.6% | $6,111+28.0% | $6,341+23.4% |
| Admin fee / account holder | $26,863 | $8,932+200.7% | $7,226+271.8% | $12,309+118.2% |