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 | $269,212 | $181,894+48.0% | $156,549+72.0% | $273,961-1.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 16.11% | 30.74%-14.6pp | 32.23%-16.1pp | 41.45%-25.3pp |
| Employer contribution / active EE | $3,008 | $6,248-51.9% | $5,501-45.3% | $4,869-38.2% |
| Participant deferral / active EE | $14,400 | $5,550+159.5% | $4,871+195.6% | $5,287+172.4% |
| Admin fee / account holder | $3,877 | $15,559-75.1% | $13,027-70.2% | $10,132-61.7% |