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 | $296,996 | $138,562+114.3% | $246,525+20.5% | $116,875+154.1% |
| Participation rate | 91.7% | 72.8%+18.9pp | 82.0%+9.7pp | 74.5%+17.1pp |
| Annual return | 16.59% | 16.14%+0.5pp | 0.46%+16.1pp | 16.29%+0.3pp |
| Employer contribution / active EE | $9,722 | $4,835+101.1% | $7,467+30.2% | $3,288+195.7% |
| Participant deferral / active EE | $6,385 | $4,207+51.8% | $5,422+17.8% | $3,885+64.4% |
| Admin fee / account holder | $1,865 | $18,110-89.7% | $16,551-88.7% | $12,263-84.8% |