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 | $278,503 | $181,894+53.1% | $156,549+77.9% | $273,961+1.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.70% | 30.74%-23.0pp | 32.23%-24.5pp | 41.45%-33.7pp |
| Employer contribution / active EE | $15,282 | $6,248+144.6% | $5,501+177.8% | $4,869+213.9% |
| Participant deferral / active EE | $12,500 | $5,550+125.2% | $4,871+156.6% | $5,287+136.4% |
| Admin fee / account holder | $7,158 | $15,559-54.0% | $13,027-45.1% | $10,132-29.4% |