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 | $253,051 | $181,894+39.1% | $156,549+61.6% | $273,961-7.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 3.86% | 30.74%-26.9pp | 32.23%-28.4pp | 41.45%-37.6pp |
| Employer contribution / active EE | $22,731 | $6,248+263.8% | $5,501+313.2% | $4,869+366.9% |
| Participant deferral / active EE | $7,675 | $5,550+38.3% | $4,871+57.6% | $5,287+45.2% |
| Admin fee / account holder | $8,994 | $15,559-42.2% | $13,027-31.0% | $10,132-11.2% |