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 | $305,303 | $76,407+299.6% | $150,298+103.1% | $82,448+270.3% |
| Participation rate | 92.0% | 66.4%+25.6pp | 77.8%+14.2pp | 68.1%+23.9pp |
| Annual return | 19.67% | 39.99%-20.3pp | 62.79%-43.1pp | 41.64%-22.0pp |
| Employer contribution / active EE | $4,654 | $2,614+78.0% | $4,154+12.0% | $2,551+82.4% |
| Participant deferral / active EE | $13,396 | $3,214+316.8% | $5,453+145.7% | $4,139+223.6% |
| Admin fee / account holder | $6,777 | $6,352+6.7% | $14,116-52.0% | $7,234-6.3% |