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 | $418,674 | $227,553+84.0% | $189,557+120.9% | $167,490+150.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 7.66% | 78.40%-70.7pp | 64.17%-56.5pp | 478.56%-470.9pp |
| Employer contribution / active EE | $6,183 | $5,316+16.3% | $4,412+40.1% | $4,837+27.8% |
| Participant deferral / active EE | $3,250 | $7,002-53.6% | $6,174-47.4% | $6,341-48.7% |
| Admin fee / account holder | $4,610 | $11,878-61.2% | $9,807-53.0% | $12,309-62.5% |