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 | $400,027 | $90,503+342.0% | $78,689+408.4% | $273,961+46.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 5.75% | 75.60%-69.9pp | 62.18%-56.4pp | 41.45%-35.7pp |
| Employer contribution / active EE | $17,500 | $3,176+451.0% | $2,851+513.9% | $4,869+259.4% |
| Participant deferral / active EE | $24,462 | $3,901+527.0% | $3,517+595.6% | $5,287+362.7% |
| Admin fee / account holder | $3,915 | $5,263-25.6% | $4,510-13.2% | $10,132-61.4% |