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 | $276,171 | $149,734+84.4% | $118,925+132.2% | $158,922+73.8% |
| Participation rate | 75.0% | 82.1%-7.1pp | 75.4%-0.4pp | 82.0%-7.0pp |
| Annual return | 6.75% | 19.95%-13.2pp | 35.88%-29.1pp | 302.83%-296.1pp |
| Employer contribution / active EE | $9,125 | $4,115+121.7% | $3,263+179.7% | $4,761+91.7% |
| Participant deferral / active EE | $6,500 | $5,223+24.4% | $4,265+52.4% | $5,982+8.7% |
| Admin fee / account holder | $2,370 | $8,603-72.5% | $6,581-64.0% | $11,246-78.9% |