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 | $678,497 | $153,772+341.2% | $133,980+406.4% | $273,961+147.7% |
| Participation rate | 88.2% | 88.4%-0.1pp | 87.1%+1.2pp | 83.0%+5.2pp |
| Annual return | 14.20% | 36.51%-22.3pp | 29.30%-15.1pp | 41.45%-27.3pp |
| Employer contribution / active EE | $15,761 | $6,029+161.4% | $5,211+202.4% | $4,869+223.7% |
| Participant deferral / active EE | $11,821 | $6,958+69.9% | $6,282+88.2% | $5,287+123.6% |
| Admin fee / account holder | $125,584 | $11,765+967.5% | $9,324+1246.9% | $10,132+1139.5% |