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 | $439,409 | $110,257+298.5% | $96,544+355.1% | $139,434+215.1% |
| Participation rate | 85.7% | 78.1%+7.6pp | 76.0%+9.8pp | 80.3%+5.4pp |
| Annual return | 14.69% | 26.32%-11.6pp | 25.84%-11.2pp | 372.94%-358.3pp |
| Employer contribution / active EE | $7,021 | $3,620+94.0% | $2,965+136.8% | $4,751+47.8% |
| Participant deferral / active EE | $9,038 | $5,548+62.9% | $4,851+86.3% | $6,710+34.7% |
| Admin fee / account holder | $10,429 | $11,591-10.0% | $8,252+26.4% | $11,403-8.5% |