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 | $708,505 | $90,503+682.9% | $78,689+800.4% | $273,961+158.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.75% | 75.60%-68.9pp | 62.18%-55.4pp | 41.45%-34.7pp |
| Employer contribution / active EE | $7,226 | $3,176+127.5% | $2,851+153.5% | $4,869+48.4% |
| Participant deferral / active EE | $9,000 | $3,901+130.7% | $3,517+155.9% | $5,287+70.2% |
| Admin fee / account holder | $12,056 | $5,263+129.1% | $4,510+167.3% | $10,132+19.0% |