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 | $554,176 | $153,311+261.5% | $109,313+407.0% | $273,961+102.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 5.99% | 29.86%-23.9pp | 22.07%-16.1pp | 41.45%-35.5pp |
| Employer contribution / active EE | $30,690 | $5,619+446.2% | $3,892+688.5% | $4,869+530.4% |
| Participant deferral / active EE | $3,000 | $3,932-23.7% | $3,166-5.3% | $5,287-43.3% |
| Admin fee / account holder | $19,450 | $8,076+140.8% | $5,666+243.3% | $10,132+92.0% |