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 | $436,480 | $152,460+186.3% | $118,746+267.6% | $147,584+195.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.3%+21.7pp | 82.8%+17.2pp |
| Annual return | 11.62% | 17.41%-5.8pp | 24.54%-12.9pp | 578.55%-566.9pp |
| Employer contribution / active EE | $6,735 | $5,046+33.5% | $4,193+60.6% | $4,876+38.1% |
| Participant deferral / active EE | $8,738 | $6,212+40.6% | $5,332+63.9% | $5,439+60.7% |
| Admin fee / account holder | $8,418 | $16,953-50.3% | $10,720-21.5% | $10,885-22.7% |