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 | $289,290 | $102,245+182.9% | $89,340+223.8% | $137,256+110.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 14.90% | 21.89%-7.0pp | 20.57%-5.7pp | 220.34%-205.4pp |
| Employer contribution / active EE | $5,633 | $2,529+122.7% | $2,231+152.5% | $4,156+35.5% |
| Participant deferral / active EE | $9,140 | $4,436+106.0% | $3,823+139.1% | $6,407+42.7% |
| Admin fee / account holder | $7,951 | $8,085-1.7% | $6,704+18.6% | $12,270-35.2% |