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 | $958,653 | $153,772+523.4% | $133,980+615.5% | $273,961+249.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 9.07% | 36.51%-27.4pp | 29.30%-20.2pp | 41.45%-32.4pp |
| Employer contribution / active EE | $14,106 | $6,029+134.0% | $5,211+170.7% | $4,869+189.7% |
| Participant deferral / active EE | $2,870 | $6,958-58.8% | $6,282-54.3% | $5,287-45.7% |
| Admin fee / account holder | $10,000 | $11,765-15.0% | $9,324+7.2% | $10,132-1.3% |