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 | $413,663 | $110,257+275.2% | $96,544+328.5% | $139,434+196.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 16.12% | 26.32%-10.2pp | 25.84%-9.7pp | 372.94%-356.8pp |
| Employer contribution / active EE | $2,460 | $3,620-32.0% | $2,965-17.0% | $4,751-48.2% |
| Participant deferral / active EE | $8,663 | $5,548+56.2% | $4,851+78.6% | $6,710+29.1% |
| Admin fee / account holder | $61,277 | $11,591+428.7% | $8,252+642.5% | $11,403+437.4% |