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 | $526,681 | $181,894+189.6% | $156,549+236.4% | $273,961+92.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.80% | 30.74%-22.9pp | 32.23%-24.4pp | 41.45%-33.7pp |
| Employer contribution / active EE | $21,332 | $6,248+241.4% | $5,501+287.8% | $4,869+338.1% |
| Participant deferral / active EE | $19,906 | $5,550+258.7% | $4,871+308.7% | $5,287+276.5% |
| Admin fee / account holder | $119,987 | $15,559+671.2% | $13,027+821.0% | $10,132+1084.2% |