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 | $323,980 | $99,341+226.1% | $84,750+282.3% | $273,961+18.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.28% | 22.93%-16.6pp | 22.78%-16.5pp | 41.45%-35.2pp |
| Employer contribution / active EE | $14,135 | $4,214+235.5% | $3,574+295.5% | $4,869+190.3% |
| Participant deferral / active EE | $11,290 | $4,269+164.4% | $3,712+204.2% | $5,287+113.5% |
| Admin fee / account holder | $9,897 | $6,644+49.0% | $5,332+85.6% | $10,132-2.3% |