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 | $279,619 | $118,450+136.1% | $98,439+184.1% | $139,434+100.5% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 28.33% | 18.94%+9.4pp | 21.16%+7.2pp | 372.94%-344.6pp |
| Employer contribution / active EE | $4,554 | $3,609+26.2% | $3,048+49.4% | $4,751-4.1% |
| Participant deferral / active EE | $13,403 | $5,392+148.6% | $4,738+182.9% | $6,710+99.7% |
| Admin fee / account holder | $824 | $14,026-94.1% | $8,948-90.8% | $11,403-92.8% |