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 | $253,531 | $73,933+242.9% | $96,683+162.2% | $75,163+237.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 16.43% | 26.70%-10.3pp | 35.69%-19.3pp | 160.62%-144.2pp |
| Employer contribution / active EE | $5,856 | $2,928+100.0% | $3,737+56.7% | $2,670+119.3% |
| Participant deferral / active EE | $10,442 | $3,659+185.4% | $4,878+114.1% | $4,125+153.1% |
| Admin fee / account holder | $32,679 | $5,216+526.5% | $6,730+385.6% | $5,651+478.3% |