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 | $293,874 | $132,239+122.2% | $105,722+178.0% | $273,961+7.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 7.17% | 10.07%-2.9pp | 12.25%-5.1pp | 41.45%-34.3pp |
| Employer contribution / active EE | $9,562 | $4,867+96.5% | $4,079+134.4% | $4,869+96.4% |
| Participant deferral / active EE | $10,165 | $6,233+63.1% | $5,326+90.9% | $5,287+92.3% |
| Admin fee / account holder | $14,493 | $12,032+20.5% | $8,308+74.4% | $10,132+43.0% |