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 | $486,320 | $111,754+335.2% | $103,333+370.6% | $145,922+233.3% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 13.00% | 24.77%-11.8pp | 24.88%-11.9pp | 561.29%-548.3pp |
| Employer contribution / active EE | $15,067 | $4,212+257.7% | $3,868+289.5% | $4,660+223.4% |
| Participant deferral / active EE | $13,539 | $5,619+141.0% | $5,057+167.7% | $6,688+102.4% |
| Admin fee / account holder | $9,877 | $9,750+1.3% | $8,355+18.2% | $13,397-26.3% |