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 | $334,760 | $124,425+169.0% | $112,040+198.8% | $137,256+143.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 11.46% | 24.72%-13.3pp | 24.52%-13.1pp | 220.34%-208.9pp |
| Employer contribution / active EE | $5,658 | $3,411+65.8% | $2,954+91.5% | $4,156+36.1% |
| Participant deferral / active EE | $14,404 | $5,718+151.9% | $5,098+182.6% | $6,407+124.8% |
| Admin fee / account holder | $1,673 | $15,207-89.0% | $12,098-86.2% | $12,270-86.4% |