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 | $389,014 | $161,352+141.1% | $134,172+189.9% | $137,256+183.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 15.57% | 28.72%-13.1pp | 25.30%-9.7pp | 220.34%-204.8pp |
| Employer contribution / active EE | $6,811 | $4,099+66.2% | $3,420+99.2% | $4,156+63.9% |
| Participant deferral / active EE | $20,923 | $5,552+276.8% | $4,690+346.1% | $6,407+226.6% |
| Admin fee / account holder | $2,926 | $15,028-80.5% | $12,016-75.7% | $12,270-76.2% |