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 | $347,688 | $110,257+215.3% | $96,544+260.1% | $139,434+149.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 12.23% | 26.32%-14.1pp | 25.84%-13.6pp | 372.94%-360.7pp |
| Employer contribution / active EE | $3,586 | $3,620-0.9% | $2,965+21.0% | $4,751-24.5% |
| Participant deferral / active EE | $10,378 | $5,548+87.1% | $4,851+113.9% | $6,710+54.7% |
| Admin fee / account holder | $304 | $11,591-97.4% | $8,252-96.3% | $11,403-97.3% |