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 | $432,734 | $201,272+115.0% | $184,203+134.9% | $145,922+196.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.30% | 29.00%-9.7pp | 28.81%-9.5pp | 561.29%-542.0pp |
| Employer contribution / active EE | $1,978 | $7,022-71.8% | $6,427-69.2% | $4,660-57.5% |
| Participant deferral / active EE | $7,012 | $9,806-28.5% | $9,131-23.2% | $6,688+4.8% |
| Admin fee / account holder | $972 | $16,364-94.1% | $13,901-93.0% | $13,397-92.7% |