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 | $315,469 | $82,882+280.6% | $127,761+146.9% | $72,985+332.2% |
| Participation rate | 100.0% | 71.5%+28.5pp | 79.0%+21.0pp | 69.5%+30.5pp |
| Annual return | 19.47% | 32.20%-12.7pp | 26.14%-6.7pp | 81.00%-61.5pp |
| Employer contribution / active EE | $3,381 | $3,346+1.0% | $4,574-26.1% | $2,440+38.6% |
| Participant deferral / active EE | $7,868 | $4,791+64.2% | $6,021+30.7% | $3,607+118.1% |
| Admin fee / account holder | $6,060 | $6,487-6.6% | $9,395-35.5% | $5,124+18.3% |