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 | $478,556 | $115,882+313.0% | $100,516+376.1% | $158,922+201.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 9.13% | 34.79%-25.7pp | 30.89%-21.8pp | 302.83%-293.7pp |
| Employer contribution / active EE | $2,673 | $4,103-34.8% | $3,418-21.8% | $4,761-43.8% |
| Participant deferral / active EE | $8,951 | $6,674+34.1% | $6,270+42.8% | $5,982+49.6% |
| Admin fee / account holder | $6,068 | $10,995-44.8% | $8,081-24.9% | $11,246-46.0% |