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 | $315,550 | $369,484-14.6% | $303,047+4.1% | $357,791-11.8% |
| Participation rate | 100.0% | 90.0%+10.0pp | 87.1%+12.9pp | 85.6%+14.4pp |
| Annual return | 8.92% | 0.42%+8.5pp | 2.47%+6.4pp | 396.79%-387.9pp |
| Employer contribution / active EE | $7,886 | $9,025-12.6% | $7,418+6.3% | $7,508+5.0% |
| Participant deferral / active EE | $15,010 | $5,439+176.0% | $5,070+196.1% | $5,521+171.9% |
| Admin fee / account holder | $18,537 | $49,137-62.3% | $39,333-52.9% | $28,387-34.7% |