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 | $285,575 | $87,166+227.6% | $76,735+272.2% | $137,256+108.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 12.46% | 26.50%-14.0pp | 29.77%-17.3pp | 220.34%-207.9pp |
| Employer contribution / active EE | $5,078 | $2,904+74.8% | $2,454+106.9% | $4,156+22.2% |
| Participant deferral / active EE | $9,799 | $4,726+107.3% | $4,088+139.7% | $6,407+52.9% |
| Admin fee / account holder | $5,129 | $8,403-39.0% | $7,189-28.7% | $12,270-58.2% |