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 | $532,646 | $87,540+508.5% | $75,781+602.9% | $125,391+324.8% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 0.34% | 13.48%-13.1pp | 9.68%-9.3pp | 282.22%-281.9pp |
| Employer contribution / active EE | $5,663 | $3,930+44.1% | $3,323+70.4% | $4,866+16.4% |
| Participant deferral / active EE | $3,771 | $4,229-10.8% | $3,651+3.3% | $5,352-29.5% |
| Admin fee / account holder | $9,633 | $6,502+48.2% | $5,299+81.8% | $9,540+1.0% |