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 | $95,266+199.8% | $82,389+246.6% | $142,382+100.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 12.46% | 25.74%-13.3pp | 28.67%-16.2pp | 217.08%-204.6pp |
| Employer contribution / active EE | $5,078 | $2,991+69.8% | $2,517+101.7% | $4,299+18.1% |
| Participant deferral / active EE | $9,799 | $4,809+103.8% | $4,155+135.9% | $6,507+50.6% |
| Admin fee / account holder | $5,129 | $8,563-40.1% | $7,231-29.1% | $12,624-59.4% |