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 | $252,218 | $181,894+38.7% | $156,549+61.1% | $273,961-7.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.48% | 30.74%-23.3pp | 32.23%-24.7pp | 41.45%-34.0pp |
| Employer contribution / active EE | $6,589 | $6,248+5.5% | $5,501+19.8% | $4,869+35.3% |
| Participant deferral / active EE | $16,860 | $5,550+203.8% | $4,871+246.1% | $5,287+218.9% |
| Admin fee / account holder | $2,085 | $15,559-86.6% | $13,027-84.0% | $10,132-79.4% |