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 | $583,833 | $132,239+341.5% | $105,722+452.2% | $273,961+113.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 5.71% | 10.07%-4.4pp | 12.25%-6.5pp | 41.45%-35.7pp |
| Employer contribution / active EE | $3,965 | $4,867-18.5% | $4,079-2.8% | $4,869-18.6% |
| Participant deferral / active EE | $7,133 | $6,233+14.4% | $5,326+33.9% | $5,287+34.9% |
| Admin fee / account holder | $28,590 | $12,032+137.6% | $8,308+244.1% | $10,132+182.2% |