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 7-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 | $479,794 | $181,894+163.8% | $156,549+206.5% | $273,961+75.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.19% | 30.74%-23.5pp | 32.23%-25.0pp | 41.45%-34.3pp |
| Employer contribution / active EE | $7,950 | $6,248+27.2% | $5,501+44.5% | $4,869+63.3% |
| Participant deferral / active EE | $15,500 | $5,550+179.3% | $4,871+218.2% | $5,287+193.2% |
| Admin fee / account holder | $4,501 | $15,559-71.1% | $13,027-65.4% | $10,132-55.6% |