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 | $366,814 | $131,829+178.3% | $108,579+237.8% | $273,961+33.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 12.36% | -91.57%+103.9pp | -51.70%+64.1pp | 41.45%-29.1pp |
| Employer contribution / active EE | $4,351 | $4,912-11.4% | $3,758+15.8% | $4,869-10.6% |
| Participant deferral / active EE | $16,100 | $5,127+214.0% | $4,311+273.5% | $5,287+204.5% |
| Admin fee / account holder | $17,095 | $10,252+66.7% | $7,645+123.6% | $10,132+68.7% |