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 | $309,907 | $167,307+85.2% | $143,757+115.6% | $134,475+130.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 3.63% | 0.46%+3.2pp | -0.04%+3.7pp | 417.96%-414.3pp |
| Employer contribution / active EE | $1,635 | $5,619-70.9% | $4,951-67.0% | $4,740-65.5% |
| Participant deferral / active EE | $5,307 | $6,446-17.7% | $5,637-5.9% | $6,400-17.1% |
| Admin fee / account holder | $3,235 | $18,088-82.1% | $14,673-77.9% | $11,426-71.7% |