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 | $272,309 | $181,894+49.7% | $156,549+73.9% | $273,961-0.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 12.67% | 30.74%-18.1pp | 32.23%-19.6pp | 41.45%-28.8pp |
| Employer contribution / active EE | $10,798 | $6,248+72.8% | $5,501+96.3% | $4,869+121.8% |
| Participant deferral / active EE | $6,073 | $5,550+9.4% | $4,871+24.7% | $5,287+14.9% |
| Admin fee / account holder | $1,729 | $15,559-88.9% | $13,027-86.7% | $10,132-82.9% |