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 | $590,752 | $132,239+346.7% | $105,722+458.8% | $273,961+115.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 7.21% | 10.07%-2.9pp | 12.25%-5.0pp | 41.45%-34.2pp |
| Employer contribution / active EE | $14,920 | $4,867+206.6% | $4,079+265.8% | $4,869+206.4% |
| Participant deferral / active EE | $11,100 | $6,233+78.1% | $5,326+108.4% | $5,287+109.9% |
| Admin fee / account holder | $109,786 | $12,032+812.4% | $8,308+1221.4% | $10,132+983.6% |