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 | $419,187 | $211,958+97.8% | $169,463+147.4% | $135,375+209.6% |
| Participation rate | 70.0% | 82.6%-12.6pp | 77.8%-7.8pp | 82.6%-12.6pp |
| Annual return | 18.13% | 3.26%+14.9pp | 1.83%+16.3pp | 519.73%-501.6pp |
| Employer contribution / active EE | $1,746 | $5,120-65.9% | $4,159-58.0% | $4,779-63.5% |
| Participant deferral / active EE | $5,890 | $6,075-3.0% | $5,277+11.6% | $5,609+5.0% |
| Admin fee / account holder | $112,494 | $11,471+880.7% | $9,109+1135.0% | $10,827+939.0% |