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 | $485,754 | $817,678-40.6% | $392,568+23.7% | $152,861+217.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.1%+21.9pp | 82.4%+17.6pp |
| Annual return | 9.15% | 22.84%-13.7pp | 24.42%-15.3pp | 345.32%-336.2pp |
| Employer contribution / active EE | $2,706 | $5,502-50.8% | $3,783-28.5% | $4,762-43.2% |
| Participant deferral / active EE | $9,650 | $8,398+14.9% | $5,985+61.2% | $5,850+65.0% |
| Admin fee / account holder | $1,175 | $12,095-90.3% | $6,260-81.2% | $11,596-89.9% |