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 | $270,611 | $99,341+172.4% | $84,750+219.3% | $273,961-1.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 4.23% | 22.93%-18.7pp | 22.78%-18.6pp | 41.45%-37.2pp |
| Employer contribution / active EE | $12,396 | $4,214+194.2% | $3,574+246.8% | $4,869+154.6% |
| Participant deferral / active EE | $6,428 | $4,269+50.6% | $3,712+73.2% | $5,287+21.6% |
| Admin fee / account holder | $15,526 | $6,644+133.7% | $5,332+191.2% | $10,132+53.2% |