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 | $341,085 | $95,803+256.0% | $113,168+201.4% | $84,808+302.2% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 17.27% | 25.00%-7.7pp | 24.27%-7.0pp | 40.90%-23.6pp |
| Employer contribution / active EE | $9,639 | $2,360+308.5% | $2,975+224.0% | $2,631+266.4% |
| Participant deferral / active EE | $8,686 | $4,242+104.7% | $5,107+70.1% | $4,212+106.2% |
| Admin fee / account holder | $12,200 | $8,989+35.7% | $12,068+1.1% | $7,344+66.1% |