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 | $439,030 | $162,781+169.7% | $133,956+227.7% | $158,922+176.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 5.94% | 41.94%-36.0pp | 45.09%-39.2pp | 302.83%-296.9pp |
| Employer contribution / active EE | $9,750 | $4,975+96.0% | $3,919+148.8% | $4,761+104.8% |
| Participant deferral / active EE | $4,762 | $5,911-19.4% | $5,048-5.7% | $5,982-20.4% |
| Admin fee / account holder | $9,987 | $11,736-14.9% | $8,927+11.9% | $11,246-11.2% |