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 | $484,946 | $95,266+409.0% | $82,389+488.6% | $142,382+240.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 12.65% | 25.74%-13.1pp | 28.67%-16.0pp | 217.08%-204.4pp |
| Employer contribution / active EE | $3,445 | $2,991+15.2% | $2,517+36.9% | $4,299-19.9% |
| Participant deferral / active EE | $5,992 | $4,809+24.6% | $4,155+44.2% | $6,507-7.9% |
| Admin fee / account holder | $11,468 | $8,563+33.9% | $7,231+58.6% | $12,624-9.2% |