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 | $290,870 | $163,101+78.3% | $136,749+112.7% | $142,382+104.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 13.32% | 27.54%-14.2pp | 24.33%-11.0pp | 217.08%-203.8pp |
| Employer contribution / active EE | $4,665 | $4,117+13.3% | $3,400+37.2% | $4,299+8.5% |
| Participant deferral / active EE | $0 | $5,585-100.0% | $4,692-100.0% | $6,507-100.0% |
| Admin fee / account holder | $7,870 | $14,318-45.0% | $11,386-30.9% | $12,624-37.7% |