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 | $415,181 | $87,166+376.3% | $76,735+441.1% | $137,256+202.5% |
| Participation rate | 90.9% | 74.4%+16.6pp | 69.5%+21.4pp | 80.0%+10.9pp |
| Annual return | 16.81% | 26.50%-9.7pp | 29.77%-13.0pp | 220.34%-203.5pp |
| Employer contribution / active EE | $21,813 | $2,904+651.0% | $2,454+788.8% | $4,156+424.9% |
| Participant deferral / active EE | $0 | $4,726-100.0% | $4,088-100.0% | $6,407-100.0% |
| Admin fee / account holder | $3,768 | $8,403-55.2% | $7,189-47.6% | $12,270-69.3% |