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 | $260,878 | $118,450+120.2% | $98,439+165.0% | $139,434+87.1% |
| Participation rate | 90.0% | 77.4%+12.6pp | 75.2%+14.8pp | 80.3%+9.7pp |
| Annual return | 19.48% | 18.94%+0.5pp | 21.16%-1.7pp | 372.94%-353.5pp |
| Employer contribution / active EE | $7,385 | $3,609+104.6% | $3,048+142.3% | $4,751+55.4% |
| Participant deferral / active EE | $7,864 | $5,392+45.8% | $4,738+66.0% | $6,710+17.2% |
| Admin fee / account holder | $3,620 | $14,026-74.2% | $8,948-59.5% | $11,403-68.3% |