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 | $470,157 | $87,166+439.4% | $76,735+512.7% | $137,256+242.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 12.33% | 26.50%-14.2pp | 29.77%-17.4pp | 220.34%-208.0pp |
| Employer contribution / active EE | $2,809 | $2,904-3.3% | $2,454+14.4% | $4,156-32.4% |
| Participant deferral / active EE | $5,625 | $4,726+19.0% | $4,088+37.6% | $6,407-12.2% |
| Admin fee / account holder | $5,037 | $8,403-40.1% | $7,189-29.9% | $12,270-59.0% |