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 | $275,715 | $104,251+164.5% | $91,001+203.0% | $147,584+86.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 11.21% | 27.06%-15.9pp | 4.60%+6.6pp | 578.55%-567.3pp |
| Employer contribution / active EE | $5,135 | $3,116+64.8% | $2,456+109.1% | $4,876+5.3% |
| Participant deferral / active EE | $12,897 | $4,195+207.4% | $3,547+263.6% | $5,439+137.1% |
| Admin fee / account holder | $6,268 | $8,948-30.0% | $5,417+15.7% | $10,885-42.4% |