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 | $383,736 | $167,307+129.4% | $143,757+166.9% | $134,475+185.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 9.63% | 0.46%+9.2pp | -0.04%+9.7pp | 417.96%-408.3pp |
| Employer contribution / active EE | $1,804 | $5,619-67.9% | $4,951-63.6% | $4,740-61.9% |
| Participant deferral / active EE | $6,500 | $6,446+0.8% | $5,637+15.3% | $6,400+1.6% |
| Admin fee / account holder | $645 | $18,088-96.4% | $14,673-95.6% | $11,426-94.4% |