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 | $274,059 | $153,772+78.2% | $133,980+104.6% | $273,9610% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 5.89% | 36.51%-30.6pp | 29.30%-23.4pp | 41.45%-35.6pp |
| Employer contribution / active EE | $19,090 | $6,029+216.6% | $5,211+266.3% | $4,869+292.1% |
| Participant deferral / active EE | $15,756 | $6,958+126.4% | $6,282+150.8% | $5,287+198.0% |
| Admin fee / account holder | $4,660 | $11,765-60.4% | $9,324-50.0% | $10,132-54.0% |