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 | $253,855 | $124,425+104.0% | $112,040+126.6% | $137,256+85.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 14.49% | 24.72%-10.2pp | 24.52%-10.0pp | 220.34%-205.9pp |
| Employer contribution / active EE | $2,783 | $3,411-18.4% | $2,954-5.8% | $4,156-33.0% |
| Participant deferral / active EE | $7,301 | $5,718+27.7% | $5,098+43.2% | $6,407+14.0% |
| Admin fee / account holder | $3,132 | $15,207-79.4% | $12,098-74.1% | $12,270-74.5% |