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 | $342,001 | $153,772+122.4% | $133,980+155.3% | $273,961+24.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 14.78% | 36.51%-21.7pp | 29.30%-14.5pp | 41.45%-26.7pp |
| Employer contribution / active EE | $19,663 | $6,029+226.1% | $5,211+277.3% | $4,869+303.9% |
| Participant deferral / active EE | $13,003 | $6,958+86.9% | $6,282+107.0% | $5,287+145.9% |
| Admin fee / account holder | $2,448 | $11,765-79.2% | $9,324-73.7% | $10,132-75.8% |