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 | $314,654 | $135,952+131.4% | $123,892+154.0% | $273,961+14.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 4.39% | 56.63%-52.2pp | 47.52%-43.1pp | 41.45%-37.1pp |
| Employer contribution / active EE | $10,905 | $5,170+110.9% | $4,617+136.2% | $4,869+124.0% |
| Participant deferral / active EE | $21,356 | $6,343+236.7% | $5,984+256.9% | $5,287+303.9% |
| Admin fee / account holder | $18,125 | $9,817+84.6% | $8,357+116.9% | $10,132+78.9% |