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 | $389,363 | $127,777+204.7% | $106,548+265.4% | $167,490+132.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 32.57% | 33.87%-1.3pp | 26.80%+5.8pp | 478.56%-446.0pp |
| Employer contribution / active EE | $13,546 | $3,427+295.3% | $2,819+380.5% | $4,837+180.0% |
| Participant deferral / active EE | $12,006 | $5,087+136.0% | $4,398+173.0% | $6,341+89.3% |
| Admin fee / account holder | $832 | $11,228-92.6% | $7,407-88.8% | $12,309-93.2% |