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 | $475,259 | $99,341+378.4% | $84,750+460.8% | $273,961+73.5% |
| Participation rate | 87.5% | 80.7%+6.8pp | 76.6%+10.9pp | 83.0%+4.5pp |
| Annual return | 8.44% | 22.93%-14.5pp | 22.78%-14.3pp | 41.45%-33.0pp |
| Employer contribution / active EE | $10,412 | $4,214+147.1% | $3,574+191.3% | $4,869+113.9% |
| Participant deferral / active EE | $5,056 | $4,269+18.4% | $3,712+36.2% | $5,287-4.4% |
| Admin fee / account holder | $7,795 | $6,644+17.3% | $5,332+46.2% | $10,132-23.1% |