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 | $309,791 | $153,772+101.5% | $133,980+131.2% | $273,961+13.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 9.70% | 36.51%-26.8pp | 29.30%-19.6pp | 41.45%-31.8pp |
| Employer contribution / active EE | $11,259 | $6,029+86.8% | $5,211+116.0% | $4,869+131.3% |
| Participant deferral / active EE | $13,875 | $6,958+99.4% | $6,282+120.9% | $5,287+162.4% |
| Admin fee / account holder | $2,052 | $11,765-82.6% | $9,324-78.0% | $10,132-79.7% |