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 | $266,271 | $95,266+179.5% | $82,389+223.2% | $142,382+87.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 15.41% | 25.74%-10.3pp | 28.67%-13.3pp | 217.08%-201.7pp |
| Employer contribution / active EE | $2,505 | $2,991-16.3% | $2,517-0.5% | $4,299-41.7% |
| Participant deferral / active EE | $5,675 | $4,809+18.0% | $4,155+36.6% | $6,507-12.8% |
| Admin fee / account holder | $1,045 | $8,563-87.8% | $7,231-85.6% | $12,624-91.7% |