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 | $299,574 | $91,037+229.1% | $71,671+318.0% | $147,584+103.0% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 18.00% | 20.48%-2.5pp | 20.65%-2.6pp | 578.55%-560.5pp |
| Employer contribution / active EE | $2,727 | $3,327-18.0% | $2,460+10.9% | $4,876-44.1% |
| Participant deferral / active EE | $2,553 | $4,498-43.2% | $3,438-25.7% | $5,439-53.1% |
| Admin fee / account holder | $9,515 | $8,613+10.5% | $5,558+71.2% | $10,885-12.6% |