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 | $326,054 | $96,557+237.7% | $80,975+302.7% | $273,961+19.0% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 10.41% | 15.14%-4.7pp | 17.10%-6.7pp | 41.45%-31.0pp |
| Employer contribution / active EE | $9,912 | $4,868+103.6% | $3,714+166.9% | $4,869+103.6% |
| Participant deferral / active EE | $21,573 | $6,598+227.0% | $5,696+278.7% | $5,287+308.0% |
| Admin fee / account holder | $14,990 | $7,492+100.1% | $5,516+171.8% | $10,132+47.9% |