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 | $285,261 | $85,022+235.5% | $70,515+304.5% | $139,434+104.6% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 14.25% | 30.38%-16.1pp | 32.77%-18.5pp | 372.94%-358.7pp |
| Employer contribution / active EE | $5,944 | $3,909+52.1% | $2,973+99.9% | $4,751+25.1% |
| Participant deferral / active EE | $1,848 | $5,890-68.6% | $4,567-59.5% | $6,710-72.5% |
| Admin fee / account holder | $16,300 | $8,906+83.0% | $6,412+154.2% | $11,403+43.0% |