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 9-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 | $1,872,193 | $859,867+117.7% | $977,037+91.6% | $859,867+117.7% |
| Participation rate | 100.0% | 85.0%+15.0pp | 100.0%0pp | 85.0%+15.0pp |
| Annual return | 15.52% | 11.50%+4.0pp | 12.86%+2.7pp | 11.50%+4.0pp |
| Employer contribution / active EE | $35,250 | $22,247+58.4% | $16,631+112.0% | $22,247+58.4% |
| Participant deferral / active EE | $26,000 | $7,004+271.2% | $8,318+212.6% | $7,004+271.2% |
| Admin fee / account holder | $66,642 | $31,890+109.0% | $33,813+97.1% | $31,890+109.0% |