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 | $393,545 | $104,664+276.0% | $85,682+359.3% | $167,490+135.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 16.03% | 21.45%-5.4pp | 21.49%-5.5pp | 478.56%-462.5pp |
| Employer contribution / active EE | $2,669 | $3,337-20.0% | $2,618+2.0% | $4,837-44.8% |
| Participant deferral / active EE | $9,244 | $4,824+91.6% | $3,923+135.7% | $6,341+45.8% |
| Admin fee / account holder | $9,799 | $10,032-2.3% | $6,873+42.6% | $12,309-20.4% |