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 | $290,012 | $181,894+59.4% | $156,549+85.3% | $273,961+5.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.36% | 30.74%-22.4pp | 32.23%-23.9pp | 41.45%-33.1pp |
| Employer contribution / active EE | $11,680 | $6,248+86.9% | $5,501+112.3% | $4,869+139.9% |
| Participant deferral / active EE | $8,750 | $5,550+57.7% | $4,871+79.6% | $5,287+65.5% |
| Admin fee / account holder | $484 | $15,559-96.9% | $13,027-96.3% | $10,132-95.2% |