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 | $292,860 | $181,894+61.0% | $156,549+87.1% | $273,961+6.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.54% | 30.74%-22.2pp | 32.23%-23.7pp | 41.45%-32.9pp |
| Employer contribution / active EE | $10,136 | $6,248+62.2% | $5,501+84.3% | $4,869+108.2% |
| Participant deferral / active EE | $5,701 | $5,550+2.7% | $4,871+17.0% | $5,287+7.8% |
| Admin fee / account holder | $5,680 | $15,559-63.5% | $13,027-56.4% | $10,132-43.9% |