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 | $405,852 | $104,974+286.6% | $95,585+324.6% | $142,382+185.0% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.1%+15.4pp | 80.1%+7.4pp |
| Annual return | 16.85% | 210.33%-193.5pp | 38.56%-21.7pp | 217.08%-200.2pp |
| Employer contribution / active EE | $4,168 | $2,779+50.0% | $2,527+65.0% | $4,299-3.0% |
| Participant deferral / active EE | $4,843 | $4,352+11.3% | $4,023+20.4% | $6,507-25.6% |
| Admin fee / account holder | $5,306 | $6,386-16.9% | $6,127-13.4% | $12,624-58.0% |