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 | $319,791 | $201,272+58.9% | $184,203+73.6% | $145,922+119.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 41.40% | 29.00%+12.4pp | 28.81%+12.6pp | 561.29%-519.9pp |
| Employer contribution / active EE | $4,895 | $7,022-30.3% | $6,427-23.8% | $4,660+5.0% |
| Participant deferral / active EE | $3,440 | $9,806-64.9% | $9,131-62.3% | $6,688-48.6% |
| Admin fee / account holder | $12,847 | $16,364-21.5% | $13,901-7.6% | $13,397-4.1% |