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 | $264,768 | $100,970+162.2% | $96,576+174.2% | $137,256+92.9% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 18.21% | 38.16%-20.0pp | 38.47%-20.3pp | 220.34%-202.1pp |
| Employer contribution / active EE | $6,241 | $3,809+63.8% | $3,553+75.6% | $4,156+50.2% |
| Participant deferral / active EE | $6,207 | $8,286-25.1% | $7,956-22.0% | $6,407-3.1% |
| Admin fee / account holder | $510 | $11,312-95.5% | $11,381-95.5% | $12,270-95.8% |