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 | $332,568 | $118,450+180.8% | $98,439+237.8% | $139,434+138.5% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 14.86% | 18.94%-4.1pp | 21.16%-6.3pp | 372.94%-358.1pp |
| Employer contribution / active EE | $3,082 | $3,609-14.6% | $3,048+1.1% | $4,751-35.1% |
| Participant deferral / active EE | $3,082 | $5,392-42.8% | $4,738-34.9% | $6,710-54.1% |
| Admin fee / account holder | $5,940 | $14,026-57.6% | $8,948-33.6% | $11,403-47.9% |