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 | $255,818 | $86,929+194.3% | $102,423+149.8% | $80,856+216.4% |
| Participation rate | 91.8% | 72.4%+19.5pp | 76.5%+15.3pp | 67.6%+24.2pp |
| Annual return | 18.88% | 18.88%0pp | 29.32%-10.4pp | 35.59%-16.7pp |
| Employer contribution / active EE | $2,488 | $2,369+5.0% | $3,023-17.7% | $2,755-9.7% |
| Participant deferral / active EE | $6,969 | $4,118+69.2% | $5,053+37.9% | $4,296+62.2% |
| Admin fee / account holder | $2,756 | $8,049-65.8% | $9,451-70.8% | $6,918-60.2% |