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 | $280,390 | $181,894+54.2% | $156,549+79.1% | $273,961+2.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 12.90% | 30.74%-17.8pp | 32.23%-19.3pp | 41.45%-28.6pp |
| Employer contribution / active EE | $9,602 | $6,248+53.7% | $5,501+74.5% | $4,869+97.2% |
| Participant deferral / active EE | $4,625 | $5,550-16.7% | $4,871-5.1% | $5,287-12.5% |
| Admin fee / account holder | $16,953 | $15,559+9.0% | $13,027+30.1% | $10,132+67.3% |