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 | $337,832 | $180,028+87.7% | $138,135+144.6% | $158,922+112.6% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 12.71% | 21.68%-9.0pp | 20.51%-7.8pp | 302.83%-290.1pp |
| Employer contribution / active EE | $4,772 | $7,470-36.1% | $5,587-14.6% | $4,761+0.2% |
| Participant deferral / active EE | $6,916 | $7,717-10.4% | $6,431+7.5% | $5,982+15.6% |
| Admin fee / account holder | $1,947 | $17,912-89.1% | $11,856-83.6% | $11,246-82.7% |